Peak Financial Advisors LLC Select Sector Spdr Tr Real Est Transaction History

Peak Financial Advisors LLC

  • $156 Million
  • Q4 2024

A detailed history of Peak Financial Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Peak Financial Advisors LLC holds 6,984 shares of XLRE stock, worth $290,185. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,984
Holding current value
$290,185
% of portfolio
0.18%

Shares

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

Jan 14, 2025
BUY
$40.06 - $45.21 $279,779 - $315,746
6,984 New
6,984 $284,000
Q1 2022

Apr 22, 2022
SELL
$43.98 - $51.33 $2.25 Million - $2.63 Million
-51,241 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$44.62 - $51.81 $158,713 - $184,288
3,557 Added 7.46%
51,241 $2.66 Million
Q3 2021

Oct 12, 2021
SELL
$44.45 - $48.73 $5,511 - $6,042
-124 Reduced 0.26%
47,684 $2.12 Million
Q2 2021

Jul 26, 2021
BUY
$40.12 - $45.73 $1.92 Million - $2.19 Million
47,808 New
47,808 $2.12 Million

Others Institutions Holding XLRE

# of Institutions
820
Shares Held
138M
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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