Sierra Summit Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Sierra Summit Advisors LLC
- $403 Billion
- Q2 2024
A detailed history of Sierra Summit Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Sierra Summit Advisors LLC holds 11,043 shares of XLRE stock, worth $499,143. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,043
Previous 9,808
12.59%
Holding current value
$499,143
Previous $388 Million
9.4%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
730Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.24 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$864 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$261 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$142 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$133 Million3.89% of portfolio