Wambolt & Associates, LLC Select Sector Spdr Tr Real Est Transaction History
Wambolt & Associates, LLC
- $291 Million
- Q1 2025
A detailed history of Wambolt & Associates, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Wambolt & Associates, LLC holds 8,909 shares of XLRE stock, worth $366,159. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,909
Previous 9,173
2.88%
Holding current value
$366,159
Previous $373,000
0.27%
% of portfolio
0.13%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding XLRE
# of Institutions
845Shares Held
151MCall Options Held
648KPut Options Held
2.82M-
Creative Planning Overland Park, KS34.5MShares$1.42 Billion1.36% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$785 Million0.07% of portfolio
-
Auto Owners Insurance CO Lansing, MI13.4MShares$549 Million4.28% of portfolio
-
Morgan Stanley New York, NY6.83MShares$281 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.03MShares$165 Million0.04% of portfolio