Wetherby Asset Management Inc Select Sector Spdr Tr Real Est Transaction History

Wetherby Asset Management Inc

$2.04 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 04, 2018	SELL	N/A	-917 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	917	917 $30,000

Others Institutions Holding XLRE

# of Institutions

844

Shares Held

134M

Call Options Held

838K

Put Options Held

4.48M

Creative Planning Overland Park, KS

31.9M
Shares

$1.35 Billion
1.27% of portfolio
Bank Of America Corp Charlotte, NC

19.7M
Shares

$833 Million
0.07% of portfolio
Morgan Stanley New York, NY

6.31M
Shares

$267 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

4.39M
Shares

$186 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

3.84M
Shares

$163 Million
0.04% of portfolio

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 Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.