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

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 99,318 shares of XLRE stock, worth $4.05 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
99,318
Previous 74,802 32.77%
Holding current value
$4.05 Million
Previous $2.87 Million 54.4%
% of portfolio
0.3%
Previous 0.23%

Shares

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

Oct 25, 2024
BUY
$38.04 - $45.36 $932,588 - $1.11 Million
24,516 Added 32.77%
99,318 $4.44 Million
Q2 2024

Jul 15, 2024
SELL
$35.73 - $39.2 $74,854 - $82,124
-2,095 Reduced 2.72%
74,802 $2.87 Million
Q1 2024

Apr 30, 2024
SELL
$37.55 - $40.43 $111,410 - $119,955
-2,967 Reduced 3.72%
76,897 $3.04 Million
Q4 2023

Feb 07, 2024
BUY
$32.19 - $40.5 $95,250 - $119,839
2,959 Added 3.85%
79,864 $3.2 Million
Q3 2023

Nov 02, 2023
SELL
$33.6 - $38.97 $5,275 - $6,118
-157 Reduced 0.2%
76,905 $2.62 Million
Q2 2023

Aug 07, 2023
BUY
$35.21 - $37.75 $93,517 - $100,264
2,656 Added 3.57%
77,062 $2.9 Million
Q1 2023

Apr 19, 2023
BUY
$34.62 - $41.83 $222,398 - $268,715
6,424 Added 9.45%
74,406 $2.78 Million
Q4 2022

Feb 13, 2023
BUY
$33.77 - $39.47 $143,590 - $167,826
4,252 Added 6.67%
67,982 $2.51 Million
Q3 2022

Oct 21, 2022
BUY
$35.63 - $45.74 $484,211 - $621,606
13,590 Added 27.1%
63,730 $2.3 Million
Q2 2022

Aug 02, 2022
BUY
$38.85 - $50.6 $24,164 - $31,473
622 Added 1.26%
50,140 $2.05 Million
Q1 2022

May 02, 2022
SELL
$43.98 - $51.33 $146,717 - $171,236
-3,336 Reduced 6.31%
49,518 $2.39 Million
Q4 2021

Feb 03, 2022
BUY
$44.62 - $51.81 $2.15 Million - $2.5 Million
48,189 Added 1032.99%
52,854 $2.74 Million
Q3 2021

Nov 09, 2021
BUY
$44.45 - $48.73 $204,203 - $223,865
4,594 Added 6470.42%
4,665 $207,000
Q2 2021

Aug 04, 2021
BUY
$40.12 - $45.73 $2,848 - $3,246
71 New
71 $3,000
Q4 2020

Feb 01, 2021
SELL
$33.98 - $37.77 $1,834 - $2,039
-54 Closed
0 $0
Q3 2020

Oct 28, 2020
BUY
$33.85 - $37.14 $1,827 - $2,005
54 New
54 $2,000
Q2 2018

Jul 26, 2018
SELL
N/A
-121 Closed
0 $0
Q1 2018

Apr 26, 2018
BUY
N/A
97 Added 404.17%
121 $4,000
Q4 2017

Jan 31, 2018
BUY
N/A
24
24 $1,000

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

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