Liberty Square Wealth Partners LLC Select Sector Spdr Tr Real Est Transaction History
Liberty Square Wealth Partners LLC
- $324 Billion
- Q3 2025
A detailed history of Liberty Square Wealth Partners LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 16,283 shares of XLRE stock, worth $666,788. This represents 0.21% of its overall portfolio holdings.
Number of Shares
16,283
Previous 16,429
0.89%
Holding current value
$666,788
Previous $681 Million
0.81%
% of portfolio
0.21%
Previous 0.24%
Shares
4 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