Meritage Portfolio Management Select Sector Spdr Tr Real Est Transaction History

Meritage Portfolio Management

$1.57 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 30, 2023	BUY	$33.6 - $38.97 $5.12 Million - $5.94 Million	152,311 New	152,311 $5.19 Million

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

$933 Million
1.07% of portfolio
Bank Of America Corp Charlotte, NC

18.8M
Shares

$719 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.19M
Shares

$198 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.65M
Shares

$139 Million
0.08% of portfolio
Harel Insurance Investments & Financial Services Ltd.

2.92M
Shares

$111 Million
2.23% of portfolio

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

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