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

Hhm Wealth Advisors, LLC

  • $728 Million
  • Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 40,516 shares of XLRE stock, worth $1.68 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
40,516
Previous 41,191 1.64%
Holding current value
$1.68 Million
Previous $1.84 Million 10.49%
% of portfolio
0.23%
Previous 0.26%

Shares

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

Jan 24, 2025
SELL
$40.06 - $45.21 $27,040 - $30,516
-675 Reduced 1.64%
40,516 $1.65 Million
Q3 2024

Nov 12, 2024
SELL
$38.04 - $45.36 $26,475 - $31,570
-696 Reduced 1.66%
41,191 $1.84 Million
Q2 2024

Aug 07, 2024
SELL
$35.73 - $39.2 $14,363 - $15,758
-402 Reduced 0.95%
41,887 $1.61 Million
Q1 2024

May 14, 2024
BUY
$37.55 - $40.43 $41,305 - $44,473
1,100 Added 2.67%
42,289 $1.67 Million
Q4 2023

Feb 05, 2024
BUY
$32.19 - $40.5 $111,634 - $140,454
3,468 Added 9.19%
41,189 $1.65 Million
Q3 2023

Nov 03, 2023
SELL
$33.6 - $38.97 $9,643 - $11,184
-287 Reduced 0.76%
37,721 $1.29 Million
Q2 2023

Aug 11, 2023
BUY
$35.21 - $37.75 $18,942 - $20,309
538 Added 1.44%
38,008 $1.43 Million
Q1 2023

May 02, 2023
BUY
$34.62 - $41.83 $206,508 - $249,515
5,965 Added 18.93%
37,470 $1.4 Million
Q4 2022

Jan 19, 2023
BUY
$33.77 - $39.47 $571,118 - $667,516
16,912 Added 115.89%
31,505 $0
Q3 2022

Nov 04, 2022
BUY
$35.63 - $45.74 $509,722 - $654,356
14,306 Added 4984.67%
14,593 $525,000
Q3 2020

Nov 12, 2020
SELL
$33.85 - $37.14 $5,585 - $6,128
-165 Reduced 36.5%
287 $10,000
Q2 2020

Aug 13, 2020
BUY
$29.12 - $37.86 $13,162 - $17,112
452 New
452 $16,000

Others Institutions Holding XLRE

# of Institutions
852
Shares Held
135M
Call Options Held
838K
Put Options Held
4.48M
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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