New England Capital Financial Advisors LLC Select Sector Spdr Tr Real Est Transaction History
New England Capital Financial Advisors LLC
- $205 Billion
- Q4 2024
A detailed history of New England Capital Financial Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 98,589 shares of XLRE stock, worth $4.16 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
98,589
Previous 95,034
3.74%
Holding current value
$4.16 Million
Previous $4.25 Billion
5.55%
% of portfolio
1.96%
Previous 2.2%
Shares
9 transactions
Others Institutions Holding XLRE
# of Institutions
845Shares Held
134MCall Options Held
838KPut Options Held
4.48M-
Creative Planning Overland Park, KS31.9MShares$1.35 Billion1.27% of portfolio
-
Bank Of America Corp Charlotte, NC19.7MShares$831 Million0.07% of portfolio
-
Morgan Stanley New York, NY6.31MShares$266 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.39MShares$185 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA3.84MShares$162 Million0.04% of portfolio