Bar Harbor Wealth Management Select Sector Spdr Tr Real Est Transaction History
Bar Harbor Wealth Management
- $1.6 Billion
- Q3 2025
A detailed history of Bar Harbor Wealth Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Bar Harbor Wealth Management holds 74,523 shares of XLRE stock, worth $3.11 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
74,523
              Previous 74,126
              
        
           0.54%
        
      
          
        Holding current value
$3.11 Million
            Previous $3.07 Million
            
        
           2.25%
        
      
          
        % of portfolio
0.2%
            Previous 0.2%
          
        Shares
	  34 transactions
	
  Others Institutions Holding XLRE
# of Institutions
831Shares Held
142MCall Options Held
489KPut Options Held
2.05M- 
    
      Creative Planning Overland Park, KS37.4MShares$1.56 Billion1.33% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC19MShares$792 Million0.06% of portfolio
- 
    
      Morgan Stanley New York, NY6.63MShares$277 Million0.02% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC4.22MShares$176 Million0.06% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA3.66MShares$153 Million0.03% of portfolio