Summit Place Financial Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Summit Place Financial Advisors, LLC
- $166 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding XLRE
# of Institutions
847Shares Held
151MCall Options Held
648KPut Options Held
2.82M-
Creative Planning Overland Park, KS34.5MShares$1.41 Billion1.36% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$778 Million0.07% of portfolio
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Auto Owners Insurance CO Lansing, MI13.4MShares$544 Million4.28% of portfolio
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Morgan Stanley New York, NY6.83MShares$279 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA4.03MShares$164 Million0.04% of portfolio