Roof Eidam & Maycock Select Sector Spdr Tr Real Est Transaction History

Roof Eidam & Maycock

$366 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 06, 2024	BUY	$37.55 - $40.43 $1,276 - $1,374	34 Added 0.67%	5,129 $202,000
Q4 2023 Feb 07, 2024	BUY	$32.19 - $40.5 $164,008 - $206,347	5,095 New	5,095 $204,000

Others Institutions Holding XLRE

# of Institutions

733

Shares Held

118M

Call Options Held

435K

Put Options Held

2.32M

Creative Planning Overland Park, KS

27.4M
Shares

$1.19 Billion
1.12% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$832 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.78M
Shares

$251 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.14M
Shares

$137 Million
0.06% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

2.95M
Shares

$128 Million
3.89% of portfolio

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Roof Eidam & Maycock, based on Form 13F filings with the SEC.

News

Stay updated on Roof Eidam & Maycock with notifications on news.