Sierra Summit Advisors LLC Select Sector Spdr Tr Real Est Transaction History
Sierra Summit Advisors LLC
- $656 Billion
- Q3 2025
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 17,808 shares of XLRE stock, worth $729,237. This represents 0.11% of its overall portfolio holdings.
Number of Shares
17,808
Previous 17,553
1.45%
Holding current value
$729,237
Previous $727 Million
3.19%
% of portfolio
0.11%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding XLRE
# of Institutions
843Shares 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