Benjamin Edwards Inc Select Sector Spdr Tr Real Est Transaction History

Benjamin Edwards Inc

$520 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	BUY	$33.77 - $39.47 $33 - $39	1 Added 1.39%	73 $3,000
Q2 2022 Aug 12, 2022	BUY	$38.85 - $50.6 $2,797 - $3,643	72 New	72 $3,000

Others Institutions Holding XLRE

# of Institutions

731

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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