Strategic Investment Advisors Select Sector Spdr Tr Real Est Transaction History
Strategic Investment Advisors
- $818 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
727Shares Held
118MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS27.4MShares$1.15 Billion1.12% of portfolio
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Bank Of America Corp Charlotte, NC19.1MShares$805 Million0.07% of portfolio
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Morgan Stanley New York, NY5.78MShares$244 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.14MShares$132 Million0.06% of portfolio
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Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$124 Million3.89% of portfolio