Advisors Preferred’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Advisors Preferred’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,766	Closed	-$167K	–	298
2024 Q3	$167K	Buy	+3,766	New	+$159K	0.03%	159
2022 Q1	–	Sell	-1,398,742	Closed	-$71.8M	–	224
2021 Q4	$71.8M	Buy	1,398,742 +1,392,324	+21,694%	+$67M	6.97%	3
2021 Q3	$288K	Buy	+6,418	New	+$298K	0.04%	124
2019 Q3	–	Sell	-6,729	Closed	-$247K	–	314
2019 Q2	$247K	Sell	6,729 -1,194	-15%	-$43.6K	0.08%	76
2019 Q1	$287K	Buy	+7,923	New	+$270K	0.09%	77
2018 Q4	–	Sell	-2,049	Closed	-$66K	–	225
2018 Q3	$66K	Buy	+2,049	New	+$68K	0.03%	141

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Advisors Preferred's XLRE Position: Q4 2024 in Review

Advisors Preferred sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 3,766 shares — an estimated $167K sold.

Advisors Preferred first reported a position in XLRE in Q3 2018 and held it in 6 quarters. The position peaked at $71.8M in Q4 2021. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

Advisors Preferred reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Advisors Preferred sold 3,766 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $167K.
Advisors Preferred first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2018 and held it in 6 quarters.
Advisors Preferred's State Street Real Estate Select Sector SPDR ETF position peaked at $71.8M in Q4 2021.
763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.