A detailed history of Alliance Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 17,795 shares of XLRE stock, worth $782,624. This represents 0.44% of its overall portfolio holdings.

Number of Shares
17,795
Previous 17,965 0.95%
Holding current value
$782,624
Previous $690,000 15.07%
% of portfolio
0.44%
Previous 0.43%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$38.04 - $45.36 $6,466 - $7,711
-170 Reduced 0.95%
17,795 $794,000
Q2 2024

Jul 17, 2024

BUY
$35.73 - $39.2 $21,259 - $23,324
595 Added 3.43%
17,965 $690,000
Q1 2024

Apr 16, 2024

BUY
$37.55 - $40.43 $33,644 - $36,225
896 Added 5.44%
17,370 $686,000
Q4 2023

Jan 10, 2024

BUY
$32.19 - $40.5 $13,873 - $17,455
431 Added 2.69%
16,474 $659,000
Q3 2023

Oct 11, 2023

BUY
$33.6 - $38.97 $29,500 - $34,215
878 Added 5.79%
16,043 $546,000
Q2 2023

Jul 24, 2023

BUY
$35.21 - $37.75 $533,959 - $572,478
15,165 New
15,165 $571,000

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


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

Track Alliance Wealth Advisors, LLC Portfolio

Follow Alliance Wealth Advisors, 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 Alliance Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alliance Wealth Advisors, LLC with notifications on news.