Colton Groome Financial Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Colton Groome Financial Advisors, LLC
- $293 Million
- Q2 2025
A detailed history of Colton Groome Financial Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 5,319 shares of XLRE stock, worth $219,408. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,319
Previous 5,719
6.99%
Holding current value
$219,408
Previous $239,000
7.95%
% of portfolio
0.08%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
839Shares Held
139MCall Options Held
493KPut Options Held
2.82M-
Creative Planning Overland Park, KS37.4MShares$1.54 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$787 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.83MShares$282 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$166 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.94MShares$163 Million0.07% of portfolio