Sequoia Financial Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 307,965 shares of XLRE stock, worth $12.9 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

307,965

Previous 21,384 1340.17%

Holding current value

$12.9 Million

Previous $955,000 1211.41%

% of portfolio

0.11%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$40.06 - $45.21 $11.5 Million - $13 Million	286,581 Added 1340.17%	307,965 $12.5 Million
Q3 2024 Oct 21, 2024	SELL	$38.04 - $45.36 $12,058 - $14,379	-317 Reduced 1.46%	21,384 $955,000
Q2 2024 Jul 15, 2024	SELL	$35.73 - $39.2 $69,387 - $76,126	-1,942 Reduced 8.21%	21,701 $833,000
Q1 2024 Apr 30, 2024	SELL	$37.55 - $40.43 $55,649 - $59,917	-1,482 Reduced 5.9%	23,643 $934,000
Q4 2023 Jan 25, 2024	SELL	$32.19 - $40.5 $246,511 - $310,149	-7,658 Reduced 23.36%	25,125 $1.01 Million
Q3 2023 Nov 08, 2023	SELL	$33.6 - $38.97 $165,950 - $192,472	-4,939 Reduced 13.09%	32,783 $1.12 Million
Q2 2023 Aug 08, 2023	SELL	$35.21 - $37.75 $1.78 Million - $1.91 Million	-50,692 Reduced 57.33%	37,722 $1.42 Million
Q1 2023 Apr 24, 2023	SELL	$34.62 - $41.83 $1.91 Million - $2.3 Million	-55,052 Reduced 38.37%	88,414 $3.3 Million
Q4 2022 Feb 10, 2023	SELL	$33.77 - $39.47 $46,062 - $53,837	-1,364 Reduced 0.94%	143,466 $5.3 Million
Q4 2022 Jan 17, 2023	BUY	$33.77 - $39.47 $1.34 Million - $1.56 Million	39,608 Added 37.64%	144,830 $0
Q3 2022 Oct 26, 2022	BUY	$35.63 - $45.74 $781,330 - $1 Million	21,929 Added 26.33%	105,222 $3.79 Million
Q2 2022 Jul 22, 2022	BUY	$38.85 - $50.6 $2.12 Million - $2.76 Million	54,545 Added 189.73%	83,293 $3.4 Million
Q1 2022 May 13, 2022	BUY	$43.98 - $51.33 $1.26 Million - $1.48 Million	28,748 New	28,748 $1.39 Million

Others Institutions Holding XLRE

# of Institutions

835

Shares Held

137M

Call Options Held

947K

Put Options Held

4.5M

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About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Select Sector Spdr Tr Real Est Transaction History