Forbes J M & CO LLP Select Sector Spdr Tr Real Est Transaction History
Forbes J M & CO LLP
- $1.05 Billion
- Q2 2025
A detailed history of Forbes J M & CO LLP transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Forbes J M & CO LLP holds 74,904 shares of XLRE stock, worth $3.09 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
74,904
Previous 74,904
-0.0%
Holding current value
$3.09 Million
Previous $3.13 Million
1.02%
% of portfolio
0.29%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
835Shares Held
140MCall Options Held
493KPut Options Held
2.73M-
Creative Planning Overland Park, KS37.4MShares$1.54 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$787 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.83MShares$282 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.22MShares$174 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$166 Million0.04% of portfolio