Foresight Capital Management Advisors, Inc. Select Sector Spdr Tr Real Est Transaction History

Foresight Capital Management Advisors, Inc.

$167 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	$38.85 - $50.6 $100,815 - $131,307	-2,595 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$43.98 - $51.33 $114,128 - $133,201	2,595 New	2,595 $125,000

Others Institutions Holding XLRE

# of Institutions

825

Shares Held

142M

Call Options Held

483K

Put Options Held

2.04M

Creative Planning Overland Park, KS

37.4M
Shares

$1.54 Billion
1.33% of portfolio
Bank Of America Corp Charlotte, NC

19M
Shares

$782 Million
0.06% of portfolio
Morgan Stanley New York, NY

6.63M
Shares

$274 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

4.22M
Shares

$174 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

3.66M
Shares

$151 Million
0.03% of portfolio

View Full List

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 Foresight Capital Management Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Foresight Capital Management Advisors, Inc. with notifications on news.

Account