Td Private Client Wealth LLC Select Sector Spdr Tr Real Est Transaction History

Td Private Client Wealth LLC

$3.18 Trillion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Aug 16, 2024	SELL	$35.63 - $45.74 $6,342 - $8,141	-178 Closed	0 $0
Q2 2022 Aug 16, 2024	BUY	$38.85 - $50.6 $6,915 - $9,006	178 New	178 $7.27 Million

Others Institutions Holding XLRE

# of Institutions

730

Shares Held

118M

Call Options Held

435K

Put Options Held

2.32M

Creative Planning Overland Park, KS

27.4M
Shares

$1.23 Billion
1.12% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$858 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.78M
Shares

$260 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.14M
Shares

$141 Million
0.06% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

2.95M
Shares

$132 Million
3.89% of portfolio

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
Industry ETFs

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