Elm Partners Management LLC Select Sector Spdr Tr Real Est Transaction History

Elm Partners Management LLC

$1.3 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$38.85 - $50.6 $11,305 - $14,724	-291 Closed	0 $0
Q1 2022 Apr 21, 2022	BUY	$43.98 - $51.33 $12,798 - $14,937	291 New	291 $14,000

Others Institutions Holding XLRE

# of Institutions

729

Shares Held

118M

Call Options Held

435K

Put Options Held

2.32M

Creative Planning Overland Park, KS

27.4M
Shares

$1.21 Billion
1.12% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$845 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.78M
Shares

$256 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.14M
Shares

$139 Million
0.06% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

2.95M
Shares

$130 Million
3.89% of portfolio

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
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