Flagship Private Wealth, LLC Select Sector Spdr Tr Real Est Transaction History

Flagship Private Wealth, LLC

$154 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 21, 2022	SELL	N/A	-7,749 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	N/A	-2,247 Reduced 22.48%	7,749 $402,000
Q3 2021 Oct 20, 2021	BUY	N/A	9,996 New	9,996 $444,000

Others Institutions Holding XLRE

# of Institutions

740

Shares Held

114M

Call Options Held

410K

Put Options Held

1.05M

Creative Planning Overland Park, KS

24.4M
Shares

$934 Million
1.07% of portfolio
Bank Of America Corp Charlotte, NC

18.8M
Shares

$719 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.19M
Shares

$198 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
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