Creative Planning Select Sector Spdr Tr Real Est Transaction History
Creative Planning
- $90.1 Billion
- Q1 2024
A detailed history of Creative Planning transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Creative Planning holds 24,443,897 shares of XLRE stock, worth $939 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
24,443,897
Previous 19,890,374
22.89%
Holding current value
$939 Million
Previous $797 Million
21.27%
% of portfolio
1.07%
Previous 0.96%
Shares
27 transactions
Others Institutions Holding XLRE
# of Institutions
740Shares Held
114MCall Options Held
410KPut Options Held
1.05M-
Bank Of America Corp Charlotte, NC18.8MShares$723 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
-
Cassaday & CO Wealth Management LLC Mclean, VA2.86MShares$110 Million4.01% of portfolio