Tennessee Valley Asset Management Partners Select Sector Spdr Tr Real Est Transaction History

Tennessee Valley Asset Management Partners

$413 Million
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$32.19 - $40.5 $515 - $648	16 New	16 $0
Q3 2022 Oct 13, 2022	BUY	N/A	68 Added 0.95%	7,200 $259,000
Q2 2022 Jul 26, 2022	SELL	N/A	-16 Reduced 0.22%	7,132 $291,000
Q1 2022 Apr 20, 2022	BUY	N/A	836 Added 13.24%	7,148 $345,000
Q4 2021 Feb 14, 2022	BUY	N/A	6,312 New	6,312 $327,000

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

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About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
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