Certified Advisory Corp Select Sector Spdr Tr Real Est Transaction History
Certified Advisory Corp
- $698 Million
- Q1 2024
A detailed history of Certified Advisory Corp transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Certified Advisory Corp holds 106,947 shares of XLRE stock, worth $4.1 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
106,947
Previous 109,255
2.11%
Holding current value
$4.1 Million
Previous $4.38 Million
3.4%
% of portfolio
0.61%
Previous 0.67%
Shares
19 transactions
Others Institutions Holding XLRE
# of Institutions
741Shares Held
114MCall Options Held
410KPut Options Held
1.05M-
Creative Planning Overland Park, KS24.4MShares$936 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$721 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.19MShares$199 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.65MShares$140 Million0.08% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.2.92MShares$112 Million2.23% of portfolio