First Manhattan CO Select Sector Spdr Tr Real Est Transaction History

First Manhattan CO

$29.7 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	SELL	$32.19 - $40.5 $8,433 - $10,611	-262 Reduced 84.52%	48 $1,000
Q3 2023 Nov 14, 2023	SELL	$33.6 - $38.97 $4,737 - $5,494	-141 Reduced 31.26%	310 $10,000
Q1 2023 May 15, 2023	BUY	$34.62 - $41.83 $623 - $752	18 Added 4.16%	451 $16,000
Q4 2022 Feb 14, 2023	BUY	$33.77 - $39.47 $8,104 - $9,472	240 Added 124.35%	433 $15,000
Q2 2022 Aug 15, 2022	SELL	$38.85 - $50.6 $6,410 - $8,349	-165 Reduced 46.09%	193 $7,000
Q1 2022 May 16, 2022	BUY	$43.98 - $51.33 $1,759 - $2,053	40 Added 12.58%	358 $17,000
Q3 2021 Nov 15, 2021	BUY	$44.45 - $48.73 $4,000 - $4,385	90 Added 39.47%	318 $14,000
Q2 2021 Aug 16, 2021	BUY	$40.12 - $45.73 $7,221 - $8,231	180 Added 375.0%	228 $10,000
Q1 2021 May 14, 2021	BUY	$35.06 - $39.91 $1,682 - $1,915	48 New	48 $1,000
Q4 2017 Jan 22, 2018	SELL	N/A	-53 Closed	0 $0
Q3 2017 Oct 25, 2017	BUY	N/A	53	53 $1,000

Others Institutions Holding XLRE

# of Institutions

730

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

$846 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

$131 Million
3.89% 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 First Manhattan CO, based on Form 13F filings with the SEC.

News

Stay updated on First Manhattan CO with notifications on news.