Creative Planning Select Sector Spdr Tr Real Est Call Options Transaction History

Creative Planning

$116 Billion
Q2 2025

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q1 2019 Apr 24, 2019	BUY	N/A	1,000 New	1,000 $0

Others Institutions Holding XLRE

# of Institutions

827

Shares Held

142M

Call Options Held

489K

Put Options Held

2.05M

Bank Of America Corp Charlotte, NC

19M
Shares

$798 Million
0.06% of portfolio
Morgan Stanley New York, NY

6.63M
Shares

$279 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

4.22M
Shares

$177 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

3.66M
Shares

$154 Million
0.03% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

3.09M
Shares

$130 Million
3.21% of portfolio

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.