West Financial Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

West Financial Advisors, LLC

$518 Million
Q4 2024

A detailed history of West Financial Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, West Financial Advisors, LLC holds 66,005 shares of XLRE stock, worth $2.74 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

66,005

Previous 58,093 13.62%

Holding current value

$2.74 Million

Previous $2.6 Million 3.43%

% of portfolio

0.52%

Previous 0.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$40.06 - $45.21 $316,954 - $357,701	7,912 Added 13.62%	66,005 $2.68 Million
Q3 2024 Oct 08, 2024	BUY	$38.04 - $45.36 $2.21 Million - $2.64 Million	58,093 New	58,093 $2.6 Million
Q1 2022 Apr 18, 2022	SELL	$43.98 - $51.33 $1.05 Million - $1.23 Million	-23,869 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$44.62 - $51.81 $113,557 - $131,856	2,545 Added 11.93%	23,869 $1.24 Million
Q3 2021 Oct 13, 2021	BUY	$44.45 - $48.73 $251,720 - $275,957	5,663 Added 36.16%	21,324 $948,000
Q2 2021 Jul 27, 2021	BUY	$40.12 - $45.73 $628,319 - $716,177	15,661 New	15,661 $694,000

Others Institutions Holding XLRE

# of Institutions

823

Shares Held

137M

Call Options Held

704K

Put Options Held

4.5M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

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West Financial Advisors, LLC Select Sector Spdr Tr Real Est Transaction History