Family Management Corp Select Sector Spdr Tr Real Est Transaction History

Family Management Corp

$613 Million
Q4 2024

A detailed history of Family Management Corp transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Family Management Corp holds 14 shares of XLRE stock, worth $596. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$596

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$40.06 - $45.21 $560 - $632	14 New	14 $0
Q4 2022 Feb 14, 2023	BUY	$33.77 - $39.47 $8,071 - $9,433	239 New	239 $8,000

Others Institutions Holding XLRE

# of Institutions

845

Shares Held

134M

Call Options Held

838K

Put Options Held

4.48M

Creative Planning Overland Park, KS

31.9M
Shares

$1.36 Billion
1.27% of portfolio
Bank Of America Corp Charlotte, NC

19.7M
Shares

$838 Million
0.07% of portfolio
Morgan Stanley New York, NY

6.31M
Shares

$269 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

4.39M
Shares

$187 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

3.84M
Shares

$164 Million
0.04% of portfolio

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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Family Management Corp Select Sector Spdr Tr Real Est Transaction History