Trust CO Of Vermont Select Sector Spdr Tr Real Est Transaction History

Trust CO Of Vermont

$1.83 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	BUY	$35.63 - $45.74 $3,527 - $4,528	99 New	99 $4,000
Q4 2020 Feb 03, 2021	SELL	$33.98 - $37.77 $4,723 - $5,250	-139 Closed	0 $0
Q2 2018 Jul 11, 2018	BUY	N/A	139 New	139 $5,000

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

About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
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