Sheets Smith Wealth Management Select Sector Spdr Tr Real Est Transaction History
Sheets Smith Wealth Management
- $884 Million
- Q1 2024
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 19,571 shares of XLRE stock, worth $746,829. This represents 0.09% of its overall portfolio holdings.
Number of Shares
19,571
Previous 18,297
6.96%
Holding current value
$746,829
Previous $732,000
5.6%
% of portfolio
0.09%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding XLRE
# of Institutions
741Shares Held
114MCall Options Held
410KPut Options Held
1.05M-
Creative Planning Overland Park, KS24.4MShares$933 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$719 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.19MShares$198 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.65MShares$139 Million0.08% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.2.92MShares$111 Million2.23% of portfolio