Anfield Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Anfield Capital Management’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	-275	Closed	-$12.3K	–	505
2024 Q3	$12.3K	Buy	+275	New	+$11.6K	﹤0.01%	218
2024 Q2	–	Sell	-2,288	Closed	-$90.4K	–	538
2024 Q1	$90.4K	Buy	+2,288	New	+$89K	0.04%	86
2020 Q2	–	Sell	-16,048	Closed	-$497K	–	104
2020 Q1	$497K	Buy	16,048 +10,751	+203%	+$402K	0.29%	63
2019 Q4	$210K	Buy	+5,297	New	+$205K	0.08%	119

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Anfield Capital Management's XLRE Position: Q4 2024 in Review

Anfield Capital Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 275 shares — an estimated $12.3K sold.

Anfield Capital Management first reported a position in XLRE in Q4 2019 and held it in 4 quarters. The position peaked at $497K in Q1 2020. 766 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

Anfield Capital Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Anfield Capital Management sold 275 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $12.3K.
Anfield Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 4 quarters.
Anfield Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $497K in Q1 2020.
766 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Anfield Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.