Jeppson Wealth Management, LLC Select Sector Spdr Tr Real Est Put Options Transaction History

Jeppson Wealth Management, LLC

$273 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding XLRE

# of Institutions

850

Shares Held

139M

Call Options Held

838K

Put Options Held

4.48M

Creative Planning Overland Park, KS

31.9M
Shares

$1.31 Billion
1.27% of portfolio
Bank Of America Corp Charlotte, NC

19.7M
Shares

$809 Million
0.07% of portfolio
Morgan Stanley New York, NY

6.31M
Shares

$259 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

4.39M
Shares

$181 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

3.84M
Shares

$158 Million
0.04% of portfolio

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

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