Signature Estate & Investment Advisors LLC Select Sector Spdr Tr Real Est Transaction History

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 07, 2020	SELL	$25.46 - $41.93 $390,912 - $643,793	-15,354 Closed	0 $0
Q4 2019 Feb 06, 2020	SELL	$37.47 - $40.18 $74,190 - $79,556	-1,980 Reduced 11.42%	15,354 $0
Q3 2019 Oct 31, 2019	BUY	$38.59 - $39.55 $101,877 - $104,411	2,640 Added 17.97%	17,334 $682,000
Q2 2019 Aug 01, 2019	BUY	N/A	6,050 Added 69.99%	14,694 $540,000
Q1 2019 May 01, 2019	BUY	N/A	8,644 New	8,644 $313,000

Others Institutions Holding XLRE

# of Institutions

823

Shares Held

141M

Call Options Held

704K

Put Options Held

4.5M

Creative Planning Overland Park, KS

29.1M
Shares

$1.19 Billion
1.29% of portfolio
Bank Of America Corp Charlotte, NC

20.1M
Shares

$821 Million
0.08% of portfolio
Morgan Stanley New York, NY

6.99M
Shares

$285 Million
0.02% of portfolio
Squarepoint Ops LLC New York, NY

4.95M
Shares

$202 Million
0.35% of portfolio
Lpl Financial LLC Fort Mill, SC

4.34M
Shares

$177 Million
0.09% of portfolio

View Full List

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
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