United Capital Financial Advisers, LLC Select Sector Spdr Tr Real Est Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 10,131 shares of XLRE stock, worth $409,798. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,131
Previous 10,702 5.34%
Holding current value
$409,798
Previous $478,000 13.81%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025
SELL
$40.06 - $45.21 $22,874 - $25,814
-571 Reduced 5.34%
10,131 $412,000
Q3 2024

Nov 12, 2024
SELL
$38.04 - $45.36 $54,891 - $65,454
-1,443 Reduced 11.88%
10,702 $478,000
Q2 2024

Aug 14, 2024
SELL
$35.73 - $39.2 $55,381 - $60,760
-1,550 Reduced 11.32%
12,145 $466,000
Q1 2024

May 15, 2024
BUY
$37.55 - $40.43 $514,247 - $553,688
13,695 New
13,695 $541,000
Q2 2023

Aug 14, 2023
SELL
$35.21 - $37.75 $165,874 - $177,840
-4,711 Reduced 41.68%
6,592 $248,000
Q1 2023

Aug 14, 2023
BUY
$34.62 - $41.83 $163,094 - $197,061
4,711 Added 71.47%
11,303 $422,000
Q1 2023

May 15, 2023
BUY
$34.62 - $41.83 $32,750 - $39,571
946 Added 9.13%
11,303 $422,000
Q4 2022

Feb 14, 2023
SELL
$33.77 - $39.47 $658,346 - $769,467
-19,495 Reduced 65.31%
10,357 $382,000
Q3 2022

Nov 14, 2022
SELL
$35.63 - $45.74 $6,128 - $7,867
-172 Reduced 0.57%
29,852 $1.08 Million
Q2 2022

Aug 11, 2022
SELL
$38.85 - $50.6 $11,538 - $15,028
-297 Reduced 0.98%
30,024 $1.23 Million
Q1 2022

May 16, 2022
BUY
$43.98 - $51.33 $1.33 Million - $1.56 Million
30,321 New
30,321 $1.47 Million
Q1 2020

May 15, 2020
SELL
$25.46 - $41.93 $163,835 - $269,819
-6,435 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$37.47 - $40.18 $7.84 Million - $8.41 Million
-209,218 Reduced 97.02%
6,435 $249,000
Q3 2019

Nov 14, 2019
BUY
$38.59 - $39.55 $3.58 Million - $3.66 Million
92,662 Added 75.34%
215,653 $8.48 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-194,159 Reduced 61.22%
122,991 $4.52 Million
Q1 2019

May 14, 2019
BUY
N/A
56,363 Added 21.61%
317,150 $11.5 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-41,808 Reduced 13.82%
260,787 $8.07 Million
Q3 2018

Nov 14, 2018
BUY
N/A
302,595 New
302,595 $9.87 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-99,441 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
92,234 Added 1279.78%
99,441 $3.21 Million
Q2 2017

Aug 14, 2017
BUY
N/A
7,207
7,207 $232,000

Others Institutions Holding XLRE

# of Institutions
852
Shares Held
136M
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
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