Soa Wealth Advisors, Llc. Select Sector Spdr Tr Real Est Transaction History

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,590 shares of XLRE stock, worth $65,873. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,590
Previous 1,590 -0.0%
Holding current value
$65,873
Previous $64,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 28, 2025
SELL
$40.06 - $45.21 $961 - $1,085
-24 Reduced 1.49%
1,590 $64,000
Q3 2024

Oct 08, 2024
BUY
$38.04 - $45.36 $342 - $408
9 Added 0.56%
1,614 $72,000
Q2 2024

Jul 17, 2024
SELL
$35.73 - $39.2 $2,894 - $3,175
-81 Reduced 4.8%
1,605 $61,000
Q1 2024

Apr 10, 2024
BUY
$37.55 - $40.43 $337 - $363
9 Added 0.54%
1,686 $66,000
Q4 2023

Jan 10, 2024
BUY
$32.19 - $40.5 $450 - $567
14 Added 0.84%
1,677 $67,000
Q3 2023

Oct 10, 2023
SELL
$33.6 - $38.97 $7,459 - $8,651
-222 Reduced 11.78%
1,663 $56,000
Q2 2023

Jul 07, 2023
SELL
$35.21 - $37.75 $8,203 - $8,795
-233 Reduced 11.0%
1,885 $71,000
Q1 2023

Apr 28, 2023
BUY
$34.62 - $41.83 $450 - $543
13 Added 0.62%
2,118 $79,000
Q4 2022

Jan 10, 2023
BUY
$33.77 - $39.47 $641 - $749
19 Added 0.91%
2,105 $0
Q3 2022

Oct 07, 2022
BUY
$35.63 - $45.74 $570 - $731
16 Added 0.77%
2,086 $75,000
Q2 2022

Jul 13, 2022
BUY
$38.85 - $50.6 $505 - $657
13 Added 0.63%
2,070 $84,000
Q1 2022

Apr 07, 2022
BUY
$43.98 - $51.33 $395 - $461
9 Added 0.44%
2,057 $99,000
Q4 2021

Jan 13, 2022
BUY
$44.62 - $51.81 $624 - $725
14 Added 0.69%
2,048 $105,000
Q3 2021

Oct 12, 2021
BUY
$44.45 - $48.73 $400 - $438
9 Added 0.44%
2,034 $90,000
Q2 2021

Jul 14, 2021
BUY
$40.12 - $45.73 $401 - $457
10 Added 0.5%
2,025 $89,000
Q1 2021

Apr 26, 2021
BUY
$35.06 - $39.91 $560 - $638
16 Added 0.8%
2,015 $79,000
Q4 2020

Mar 10, 2021
BUY
$33.98 - $37.77 $67,926 - $75,502
1,999 New
1,999 $76,000

Others Institutions Holding XLRE

# of Institutions
852
Shares Held
135M
Call Options Held
838K
Put Options Held
4.48M
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 Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, 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 Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email