Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / RL EST SEL SEC
-
Total 13F shares
-
237,126
-
Share change
-
-116,809
-
Total reported value
-
$9,499,274
-
Price per share
-
$40.06
-
Number of holders
-
6
-
Value change
-
-$3,320,453
-
Number of buys
-
2
-
Number of sells
-
5
Institutional Holders of SELECT SECTOR SPDR TR - RL EST SEL SEC (XLRE) as of Q4 2023
As of 31 Dec 2023,
SELECT SECTOR SPDR TR - RL EST SEL SEC (XLRE) was held by
6 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
237,126 shares.
The largest 10 holders included
Creative Planning, BANK OF AMERICA CORP /DE/, Migdal Insurance & Financial Holdings Ltd., MORGAN STANLEY, LPL Financial LLC, Harel Insurance Investments & Financial Services Ltd., Cassaday & Co Wealth Management LLC, CAISSE DE DEPOT ET PLACEMENT DU QUEBEC, AMERIPRISE FINANCIAL INC, and Phoenix Holdings Ltd..
This page lists
674
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.