Beacon Pointe Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Beacon Pointe Advisors, LLC
- $11.3 Billion
- Q3 2025
A detailed history of Beacon Pointe Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 117,314 shares of XLRE stock, worth $4.8 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
117,314
Previous 135,734
13.57%
Holding current value
$4.8 Million
Previous $5.62 Million
12.1%
% of portfolio
0.04%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding XLRE
# of Institutions
839Shares Held
146MCall Options Held
464KPut Options Held
2.28M-
Creative Planning Overland Park, KS40.7MShares$1.67 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$770 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.67MShares$273 Million0.02% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L34.7MShares$192 Million2.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$171 Million0.06% of portfolio