A detailed history of H&H Retirement Design & Management Inc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 25,810 shares of XLRE stock, worth $1.07 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
25,810
Previous 25,161 2.58%
Holding current value
$1.07 Million
Previous $1.12 Million 6.59%
% of portfolio
0.66%
Previous 0.67%

Shares

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

Feb 24, 2025

BUY
$40.06 - $45.21 $25,998 - $29,341
649 Added 2.58%
25,810 $1.05 Million
Q3 2024

Oct 16, 2024

BUY
$38.04 - $45.36 $32,828 - $39,145
863 Added 3.55%
25,161 $1.12 Million
Q2 2024

Jul 23, 2024

BUY
$35.73 - $39.2 $22,331 - $24,500
625 Added 2.64%
24,298 $933,000
Q1 2024

Apr 23, 2024

SELL
$37.55 - $40.43 $92,485 - $99,579
-2,463 Reduced 9.42%
23,673 $935,000
Q4 2023

Feb 09, 2024

BUY
$32.19 - $40.5 $841,317 - $1.06 Million
26,136 New
26,136 $1.05 Million

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


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

Track H&H Retirement Design & Management Inc Portfolio

Follow H&H Retirement Design & Management Inc 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 H&H Retirement Design & Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on H&H Retirement Design & Management Inc with notifications on news.