Summit Place Financial Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Summit Place Financial Advisors, LLC

$162 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 22, 2020	SELL	N/A	-12,956 Closed	0 $0
Q1 2020 Apr 22, 2020	BUY	N/A	12,956 New	12,956 $402,000

Others Institutions Holding XLRE

# of Institutions

741

Shares Held

114M

Call Options Held

410K

Put Options Held

1.05M

Creative Planning Overland Park, KS

24.4M
Shares

$933 Million
1.07% of portfolio
Bank Of America Corp Charlotte, NC

18.8M
Shares

$719 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.19M
Shares

$198 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.65M
Shares

$139 Million
0.08% of portfolio
Harel Insurance Investments & Financial Services Ltd.

2.92M
Shares

$111 Million
2.23% of portfolio

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

More about XLRE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Place Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Place Financial Advisors, LLC with notifications on news.