Bank Of Marin Select Sector Spdr Tr Real Est Transaction History

Bank Of Marin

$115 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	BUY	$33.6 - $38.97 $39,580 - $45,906	1,178 Added 20.41%	6,949 $236,000
Q2 2023 Aug 08, 2023	BUY	$35.21 - $37.75 $203,196 - $217,855	5,771 New	5,771 $217,000

Others Institutions Holding XLRE

# of Institutions

730

Shares Held

118M

Call Options Held

435K

Put Options Held

2.32M

Creative Planning Overland Park, KS

27.4M
Shares

$1.21 Billion
1.12% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$845 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.78M
Shares

$256 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.14M
Shares

$139 Million
0.06% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

2.95M
Shares

$130 Million
3.89% of portfolio

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
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