Esg Planning Select Sector Spdr Tr Real Est Transaction History
Esg Planning
- $148 Million
- Q1 2025
A detailed history of Esg Planning transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Esg Planning holds 76,791 shares of XLRE stock, worth $3.22 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
76,791
Previous 55,644
38.0%
Holding current value
$3.22 Million
Previous $2.26 Million
41.98%
% of portfolio
2.17%
Previous 1.7%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
847Shares Held
151MCall Options Held
648KPut Options Held
2.82M-
Creative Planning Overland Park, KS34.5MShares$1.45 Billion1.36% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$799 Million0.07% of portfolio
-
Auto Owners Insurance CO Lansing, MI13.4MShares$559 Million4.28% of portfolio
-
Morgan Stanley New York, NY6.83MShares$286 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$169 Million0.04% of portfolio