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

Gratus Wealth Advisors, LLC

$612 Billion
Q3 2024

A detailed history of Gratus Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 76,225 shares of XLRE stock, worth $3.11 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

76,225

Previous 72,557 5.06%

Holding current value

$3.11 Million

Previous $2.94 Billion 12.03%

% of portfolio

0.54%

Previous 0.51%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$38.04 - $45.36 $139,530 - $166,380	3,668 Added 5.06%	76,225 $3.29 Billion
Q2 2024 Jul 22, 2024	SELL	$35.73 - $39.2 $19,615 - $21,520	-549 Reduced 0.75%	72,557 $2.94 Billion
Q1 2024 May 09, 2024	BUY	$37.55 - $40.43 $9,687 - $10,430	258 Added 0.35%	73,106 $2.61 Billion
Q4 2023 May 09, 2024	BUY	$32.19 - $40.5 $2.34 Million - $2.95 Million	72,848 New	72,848 $2.92 Billion

Others Institutions Holding XLRE

# of Institutions

823

Shares Held

141M

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

More about XLRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gratus Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account

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