A detailed history of Zuckerman Investment Group, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Zuckerman Investment Group, LLC holds 30,334 shares of XLRE stock, worth $1.16 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
30,334
Previous 29,147 4.07%
Holding current value
$1.16 Million
Previous $1.17 Million 2.74%
% of portfolio
0.14%
Previous 0.16%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$37.55 - $40.43 $44,571 - $47,990
1,187 Added 4.07%
30,334 $1.2 Million
Q4 2023

Feb 14, 2024

SELL
$32.19 - $40.5 $28,295 - $35,599
-879 Reduced 2.93%
29,147 $1.17 Million
Q3 2023

Nov 14, 2023

BUY
$33.6 - $38.97 $31,348 - $36,359
933 Added 3.21%
30,026 $1.02 Million
Q2 2023

Aug 14, 2023

BUY
$35.21 - $37.75 $14,999 - $16,081
426 Added 1.49%
29,093 $1.1 Million
Q1 2023

May 12, 2023

BUY
$34.62 - $41.83 $91,708 - $110,807
2,649 Added 10.18%
28,667 $1.07 Million
Q4 2022

Feb 15, 2023

BUY
$36.0 - $39.47 $936,648 - $1.03 Million
26,018 New
26,018 $960,000
Q3 2022

Nov 04, 2022

BUY
N/A
3,648 Added 27.79%
16,776 $604,000
Q2 2022

Aug 15, 2022

BUY
N/A
1,761 Added 15.49%
13,128 $536,000
Q1 2022

May 16, 2022

SELL
N/A
-10,897 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
N/A
10,897 New
10,897 $565,000
Q3 2021

Nov 12, 2021

SELL
N/A
-9,852 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
N/A
960 Added 10.8%
9,852 $437,000
Q1 2021

May 17, 2021

BUY
N/A
8,892 New
8,892 $351,000

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
Track This Portfolio

Track Zuckerman Investment Group, LLC Portfolio

Follow Zuckerman Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zuckerman Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zuckerman Investment Group, LLC with notifications on news.