Woodley Farra Manion Portfolio Management Inc Select Sector Spdr Tr Real Est Transaction History

Woodley Farra Manion Portfolio Management Inc

$1.83 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 12, 2020	SELL	$29.12 - $37.86 $1,776 - $2,309	-61 Closed	0 $0
Q1 2020 May 08, 2020	BUY	$25.46 - $41.93 $1,553 - $2,557	61 New	61 $2,000

Others Institutions Holding XLRE

# of Institutions

766

Shares Held

126M

Call Options Held

435K

Put Options Held

2.32M

Creative Planning Overland Park, KS

29.1M
Shares

$1.25 Billion
1.29% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$817 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.78M
Shares

$247 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.14M
Shares

$134 Million
0.06% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

2.95M
Shares

$126 Million
3.89% of portfolio

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About SELECT SECTOR SPDR TR REAL EST

Ticker XLRE
Sector ETFs
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