Clearstead Advisors, LLC Select Sector Spdr Tr Real Est Transaction History
Clearstead Advisors, LLC
- $7.4 Billion
- Q3 2025
A detailed history of Clearstead Advisors, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,685 shares of XLRE stock, worth $69,000. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,685
Previous 1,735
2.88%
Holding current value
$69,000
Previous $71,000
1.41%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding XLRE
# of Institutions
839Shares 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