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

Alta Wealth Advisors’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
2023 Q4	–	Sell	-7,512	Closed	-$256K	–	139
2023 Q3	$256K	Sell	7,512 -823	-10%	-$30.5K	0.16%	117
2023 Q2	$314K	Buy	8,335 +604	+8%	+$22.3K	0.18%	115
2023 Q1	$289K	Buy	7,731 +1,641	+27%	+$63K	0.18%	123
2022 Q4	$225K	Buy	+6,090	New	+$225K	0.15%	136

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

HIIFS

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

CCWM

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alta Wealth Advisors's XLRE Position: Q4 2023 in Review

Alta Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2023, closing a stake of 7,512 shares — an estimated $256K sold.

Alta Wealth Advisors first reported a position in XLRE in Q4 2022 and held it in 4 quarters. The position peaked at $314K in Q2 2023. 678 funds tracked by Wall St. Rank hold XLRE as of Q4 2023.

Alta Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Alta Wealth Advisors sold 7,512 State Street Real Estate Select Sector SPDR ETF shares in Q4 2023, an estimated $256K.
Alta Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
Alta Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $314K in Q2 2023.
678 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2023.

Based on Alta Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.