Smart Wealth LLC Select Sector Spdr Tr Real Est Transaction History
Smart Wealth LLC
- $279 Billion
- Q1 2025
A detailed history of Smart Wealth LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Smart Wealth LLC holds 74,331 shares of XLRE stock, worth $3.1 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
74,331
Previous 6,784
995.68%
Holding current value
$3.1 Million
Previous $276 Million
1027.44%
% of portfolio
1.11%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
844Shares Held
151MCall Options Held
648KPut Options Held
2.82M-
Creative Planning Overland Park, KS34.5MShares$1.44 Billion1.36% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$797 Million0.07% of portfolio
-
Auto Owners Insurance CO Lansing, MI13.4MShares$557 Million4.28% of portfolio
-
Morgan Stanley New York, NY6.83MShares$285 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$168 Million0.04% of portfolio