Sheets Smith Wealth Management Select Sector Spdr Tr Real Est Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 2025
A detailed history of Sheets Smith Wealth Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Sheets Smith Wealth Management holds 19,778 shares of XLRE stock, worth $825,335. This represents 0.1% of its overall portfolio holdings.
Number of Shares
19,778
Previous 19,802
0.12%
Holding current value
$825,335
Previous $805,000
2.73%
% of portfolio
0.1%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding XLRE
# of Institutions
844Shares Held
151MCall Options Held
648KPut Options Held
2.82M-
Creative Planning Overland Park, KS34.5MShares$1.44 Billion1.36% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$797 Million0.07% of portfolio
-
Auto Owners Insurance CO Lansing, MI13.4MShares$557 Million4.28% of portfolio
-
Morgan Stanley New York, NY6.83MShares$285 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$168 Million0.04% of portfolio