Cascade Financial Partners, LLC Select Sector Spdr Tr Real Est Transaction History

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024

A detailed history of Cascade Financial Partners, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 19,573 shares of XLRE stock, worth $809,343. This represents 0.11% of its overall portfolio holdings.

Number of Shares
19,573
Previous 16,905 15.78%
Holding current value
$809,343
Previous $649 Million 32.3%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Oct 24, 2024
BUY
$38.04 - $45.36 $101,490 - $121,020
2,668 Added 15.78%
19,573 $859 Million
Q2 2024

Jul 31, 2024
BUY
$35.73 - $39.2 $99,579 - $109,250
2,787 Added 19.74%
16,905 $649 Million
Q1 2024

May 14, 2024
BUY
$37.55 - $40.43 $530,130 - $570,790
14,118 New
14,118 $526 Million

Others Institutions Holding XLRE

# of Institutions
825
Shares Held
135M
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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