Heritage Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History

Heritage Wealth Management, LLC

$200 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$36.0 - $39.47 $1,008 - $1,105	28 Added 100.0%	56 $2,000
Q2 2021 Aug 11, 2021	BUY	N/A	28 New	28 $1,000

Others Institutions Holding XLRE

# of Institutions

741

Shares Held

114M

Call Options Held

410K

Put Options Held

1.05M

Creative Planning Overland Park, KS

24.4M
Shares

$936 Million
1.07% of portfolio
Bank Of America Corp Charlotte, NC

18.8M
Shares

$721 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.19M
Shares

$199 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
Sector ETFs
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