Truadvice, LLC Select Sector Spdr Tr Real Est Transaction History

Truadvice, LLC

$229 Million
Q3 2023

A detailed history of Truadvice, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Truadvice, LLC holds 6,602 shares of XLRE stock, worth $292,072. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,602

Holding current value

$292,072

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$33.6 - $38.97 $221,827 - $257,279	6,602 New	6,602 $224,000

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

$1.21 Billion
1.12% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$845 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.78M
Shares

$256 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.14M
Shares

$139 Million
0.06% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

2.95M
Shares

$130 Million
3.89% of portfolio

View Full List

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 Truadvice, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Truadvice, LLC with notifications on news.

Account