Joseph Group Capital Management Select Sector Spdr Tr Real Est Transaction History
Joseph Group Capital Management
- $252 Million
- Q1 2025
A detailed history of Joseph Group Capital Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Joseph Group Capital Management holds 416 shares of XLRE stock, worth $17,180. This represents 0.01% of its overall portfolio holdings.
Number of Shares
416
Previous 966
56.94%
Holding current value
$17,180
Previous $39,000
56.41%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
851Shares Held
139MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.32 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$813 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$260 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$181 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$159 Million0.04% of portfolio