Doyle Wealth Management Select Sector Spdr Tr Real Est Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 05, 2019	SELL	N/A	-201 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	N/A	201 New	201 $7,000
Q1 2019 May 13, 2019	SELL	N/A	-199 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	N/A	199 New	199 $6,000

Others Institutions Holding XLRE

# of Institutions

741

Shares Held

114M

Call Options Held

410K

Put Options Held

1.05M

Creative Planning Overland Park, KS

24.4M
Shares

$936 Million
1.07% of portfolio
Bank Of America Corp Charlotte, NC

18.8M
Shares

$721 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.19M
Shares

$199 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.65M
Shares

$140 Million
0.08% of portfolio
Harel Insurance Investments & Financial Services Ltd.

2.92M
Shares

$112 Million
2.23% of portfolio

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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