Soltis Investment Advisors LLC Select Sector Spdr Tr Real Est Transaction History

Soltis Investment Advisors LLC

  • $1.01 Billion
  • Q3 2024

A detailed history of Soltis Investment Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 8,949 shares of XLRE stock, worth $365,208. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,949
Previous 10,532 15.03%
Holding current value
$365,208
Previous $404,000 1.24%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 18, 2024
SELL
$38.04 - $45.36 $60,217 - $71,804
-1,583 Reduced 15.03%
8,949 $399,000
Q2 2024

Aug 12, 2024
SELL
$35.73 - $39.2 $120,660 - $132,378
-3,377 Reduced 24.28%
10,532 $404,000
Q1 2024

Apr 29, 2024
BUY
$37.55 - $40.43 $79,042 - $85,105
2,105 Added 17.83%
13,909 $549,000
Q4 2023

Jan 26, 2024
BUY
$32.19 - $40.5 $379,970 - $478,062
11,804 New
11,804 $472,000

Others Institutions Holding XLRE

# of Institutions
823
Shares Held
141M
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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