Prestige Wealth Management Group LLC Select Sector Spdr Tr Real Est Transaction History

Prestige Wealth Management Group LLC

$456 Million
Q4 2024

A detailed history of Prestige Wealth Management Group LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 3,341 shares of XLRE stock, worth $141,090. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,341

Previous 2,470 35.26%

Holding current value

$141,090

Previous $110,000 22.73%

% of portfolio

0.03%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$40.06 - $45.21 $34,892 - $39,377	871 Added 35.26%	3,341 $135,000
Q3 2024 Nov 14, 2024	BUY	$38.04 - $45.36 $93,958 - $112,039	2,470 New	2,470 $110,000
Q1 2024 Apr 26, 2024	SELL	$37.55 - $40.43 $11.3 Million - $12.1 Million	-300,496 Reduced 99.11%	2,704 $106,000
Q4 2023 Apr 26, 2024	BUY	$32.19 - $40.5 $1.18 Million - $1.49 Million	36,764 Added 13.8%	303,200 $12.1 Million
Q4 2023 Feb 08, 2024	BUY	$32.19 - $40.5 $9.76 Million - $12.3 Million	303,200 New	303,200 $12.1 Million
Q1 2023 Apr 26, 2024	BUY	$34.62 - $41.83 $9.13 Million - $11 Million	263,732 Added 9753.4%	266,436 $9.96 Million
Q1 2023 May 16, 2023	BUY	$34.62 - $41.83 $414,505 - $500,830	11,973 Added 4.71%	266,436 $9.96 Million
Q4 2022 Feb 07, 2023	BUY	$33.77 - $39.47 $8.59 Million - $10 Million	254,463 New	254,463 $9.4 Million
Q1 2021 May 13, 2021	SELL	$35.06 - $39.91 $315 - $359	-9 Closed	0 $0
Q4 2020 Feb 17, 2021	SELL	$33.98 - $37.77 $909,202 - $1.01 Million	-26,757 Reduced 99.97%	9 $0
Q3 2020 Oct 26, 2020	BUY	$33.85 - $37.14 $66,142 - $72,571	1,954 Added 7.88%	26,766 $944,000
Q2 2020 Aug 13, 2020	BUY	$29.12 - $37.86 $161,645 - $210,160	5,551 Added 28.82%	24,812 $864,000
Q1 2020 May 15, 2020	BUY	$25.46 - $41.93 $490,385 - $807,613	19,261 New	19,261 $597,000

Others Institutions Holding XLRE

# of Institutions

845

Shares Held

134M

Call Options Held

838K

Put Options Held

4.48M

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prestige Wealth Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prestige Wealth Management Group LLC with notifications on news.

Account

Prestige Wealth Management Group LLC Select Sector Spdr Tr Real Est Transaction History