Ironwood Financial, LLC Select Sector Spdr Tr Real Est Transaction History

Ironwood Financial, LLC

$445 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$44.62 - $51.81 $28,244 - $32,795	-633 Closed	0 $0
Q1 2019 Apr 12, 2019	SELL	N/A	-69 Reduced 9.83%	633 $23,000
Q2 2017 Aug 09, 2017	BUY	N/A	702	702 $23,000

Others Institutions Holding XLRE

# of Institutions

730

Shares Held

118M

Call Options Held

435K

Put Options Held

2.32M

Creative Planning Overland Park, KS

27.4M
Shares

$1.21 Billion
1.12% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$846 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.78M
Shares

$256 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.14M
Shares

$139 Million
0.06% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

2.95M
Shares

$131 Million
3.89% of portfolio

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
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