Foundations Investment Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 25,979 shares of XLRE stock, worth $1.06 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
25,979
Previous 28,127
7.64%
Holding current value
$1.06 Million
Previous $1.17 Million
6.09%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding XLRE
# of Institutions
839Shares Held
146MCall Options Held
464KPut Options Held
2.28M-
Creative Planning Overland Park, KS40.7MShares$1.67 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$770 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.67MShares$273 Million0.02% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L34.7MShares$192 Million2.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$171 Million0.06% of portfolio