Joseph P. Lucia & Associates, LLC Select Sector Spdr Tr Real Est Transaction History
Joseph P. Lucia & Associates, LLC
- $202 Million
- Q2 2025
A detailed history of Joseph P. Lucia & Associates, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 7,896 shares of XLRE stock, worth $325,710. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,896
Previous 9,426
16.23%
Holding current value
$325,710
Previous $394,000
17.01%
% of portfolio
0.16%
Previous 0.21%
Shares
18 transactions
Others Institutions Holding XLRE
# of Institutions
839Shares Held
139MCall Options Held
493KPut Options Held
2.82M-
Creative Planning Overland Park, KS37.4MShares$1.54 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$787 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.83MShares$282 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$166 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.94MShares$163 Million0.07% of portfolio