Strategic Investment Advisors Select Sector Spdr Tr Real Est Transaction History

Strategic Investment Advisors

$777 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 23, 2020	SELL	N/A	-22,609 Closed	0 $0
Q3 2019 Oct 25, 2019	BUY	N/A	22,609 New	22,609 $889,000

Others Institutions Holding XLRE

# of Institutions

742

Shares Held

113M

Call Options Held

410K

Put Options Held

1.05M

Creative Planning Overland Park, KS

24.4M
Shares

$978 Million
1.07% of portfolio
Bank Of America Corp Charlotte, NC

18.8M
Shares

$753 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.19M
Shares

$208 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.65M
Shares

$146 Million
0.08% of portfolio
Harel Insurance Investments & Financial Services Ltd.

2.92M
Shares

$117 Million
2.23% of portfolio

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

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