Capital Advisors Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 157,413 shares of XLRE stock, worth $6.54 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
157,413
Previous 24,091 553.41%
Holding current value
$6.54 Million
Previous $1.08 Million 494.89%
% of portfolio
1.15%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$40.06 - $45.21 $5.34 Million - $6.03 Million
133,322 Added 553.41%
157,413 $6.4 Million
Q3 2024

Oct 15, 2024
BUY
$38.04 - $45.36 $916,421 - $1.09 Million
24,091 New
24,091 $1.08 Million

Others Institutions Holding XLRE

# of Institutions
819
Shares Held
139M
Call Options Held
704K
Put Options Held
4.5M
View Full List

About SELECT SECTOR SPDR TR REAL EST

XLRE Quotes by TradingView
  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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