Woodley Farra Manion Portfolio Management Inc Select Sector Spdr Tr Real Est Transaction History

Woodley Farra Manion Portfolio Management Inc

$1.96 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 12, 2020	SELL	$29.12 - $37.86 $1,776 - $2,309	-61 Closed	0 $0
Q1 2020 May 08, 2020	BUY	$25.46 - $41.93 $1,553 - $2,557	61 New	61 $2,000

Others Institutions Holding XLRE

# of Institutions

851

Shares Held

134M

Call Options Held

838K

Put Options Held

4.48M

Creative Planning Overland Park, KS

31.9M
Shares

$1.33 Billion
1.27% of portfolio
Bank Of America Corp Charlotte, NC

19.7M
Shares

$819 Million
0.07% of portfolio
Morgan Stanley New York, NY

6.31M
Shares

$262 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

4.39M
Shares

$183 Million
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

3.84M
Shares

$160 Million
0.04% of portfolio

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About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
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