Caldwell Trust CO Select Sector Spdr Tr Real Est Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Caldwell Trust CO holds 7,024 shares of XLRE stock, worth $287,632. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,024
Previous 6,927
1.4%
Holding current value
$287,632
Previous $287 Million
3.14%
% of portfolio
0.03%
Previous 0.03%
Shares
22 transactions
Others Institutions Holding XLRE
# of Institutions
842Shares Held
152MCall Options Held
490KPut Options Held
2.31M-
Creative Planning Overland Park, KS40.7MShares$1.67 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$770 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.67MShares$273 Million0.02% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L34.7MShares$192 Million2.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.18MShares$171 Million0.06% of portfolio