Sierra Summit Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Sierra Summit Advisors LLC
- $403 Billion
- Q2 2024
A detailed history of Sierra Summit Advisors LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Sierra Summit Advisors LLC holds 11,043 shares of XLRE stock, worth $471,977. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,043
Previous 9,808
12.59%
Holding current value
$471,977
Previous $388 Million
9.4%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding XLRE
# of Institutions
764Shares Held
126MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.25 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$817 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$247 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$134 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$126 Million3.89% of portfolio