Kestra Private Wealth Services, LLC Select Sector Spdr Tr Real Est Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 23,708 shares of XLRE stock, worth $981,985. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,708
Previous 23,165 2.34%
Holding current value
$981,985
Previous $1.03 Million 6.77%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 28, 2025
BUY
$40.06 - $45.21 $21,752 - $24,549
543 Added 2.34%
23,708 $964,000
Q3 2024

Nov 13, 2024
BUY
$38.04 - $45.36 $186,319 - $222,173
4,898 Added 26.81%
23,165 $1.03 Million
Q2 2024

Aug 12, 2024
BUY
$35.73 - $39.2 $206,126 - $226,144
5,769 Added 46.16%
18,267 $701,000
Q1 2024

May 02, 2024
BUY
$37.55 - $40.43 $195,184 - $210,155
5,198 Added 71.21%
12,498 $494,000
Q4 2023

Feb 05, 2024
BUY
$32.19 - $40.5 $234,986 - $295,650
7,300 New
7,300 $292,000
Q2 2023

Aug 08, 2023
BUY
$35.21 - $37.75 $196,894 - $211,098
5,592 New
5,592 $210,000

Others Institutions Holding XLRE

# of Institutions
824
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
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email