Pacific Capital Wealth Advisors, Inc Select Sector Spdr Tr Real Est Transaction History
Pacific Capital Wealth Advisors, Inc
- $577 Million
- Q3 2025
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 5,388 shares of XLRE stock, worth $220,638. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,388
Previous 6,933
22.28%
Holding current value
$220,638
Previous $287,000
21.25%
% of portfolio
0.04%
Previous 0.05%
Shares
2 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