APC
XLRE icon

Aspire Private Capital’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Aspire Private Capital’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
-184
Closed -$8.22K – 656
2024
Q3 		$8.22K Sell
184
-1,040
-85% -$43.8K ﹤0.01% 408
2024
Q2 		$47K Sell
1,224
-132
-10% -$4.97K 0.01% 237
2024
Q1 		$53.6K Buy
1,356
+101
+8% +$3.93K 0.01% 230
2023
Q4 		$50.3K Buy
1,255
+184
+17% +$6.61K 0.01% 220
2023
Q3 		$36.5K Buy
1,071
+583
+119% +$21.6K 0.01% 244
2023
Q2 		$18.4K Buy
+488
New +$18K 0.01% 302
2023
Q1 		– Sell
-83
Closed -$3.06K – 683
2022
Q4 		$3.06K Hold
83
– – ﹤0.01% 484
2022
Q3 		$3K Hold
83
– – ﹤0.01% 499
2022
Q2 		$3K Hold
83
– – ﹤0.01% 476
2022
Q1 		$4K Sell
83
-27
-25% -$1.27K ﹤0.01% 443
2021
Q4 		$6K Buy
110
+27
+33% +$1.3K ﹤0.01% 403
2021
Q3 		$4K Hold
83
– – ﹤0.01% 431
2021
Q2 		$4K Sell
83
-867
-91% -$37.2K ﹤0.01% 439
2021
Q1 		$38K Sell
950
-580
-38% -$21.8K 0.01% 236
2020
Q4 		$56K Sell
1,530
-257
-14% -$9.32K 0.02% 204
2020
Q3 		$63K Buy
1,787
+1,516
+559% +$54K 0.03% 196
2020
Q2 		$9K Sell
271
-832
-75% -$28.1K ﹤0.01% 216
2020
Q1 		$34K Sell
1,103
-109
-9% -$4.07K 0.02% 161
2019
Q4 		$47K Sell
1,212
-156,425
-99% -$6.05M 0.02% 200
2019
Q3 		$6.2M Buy
157,637
+156,024
+9,673% +$5.99M 2.95% 10
2019
Q2 		$59K Sell
1,613
-70
-4% -$2.56K 0.03% 188
2019
Q1 		$61K Sell
1,683
-160
-9% -$5.46K 0.03% 216
2018
Q4 		$57K Buy
+1,843
New +$59.7K 0.03% 205

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
BNP Paribas Financial Markets
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

Aspire Private Capital's XLRE Position: Q4 2024 in Review

Aspire Private Capital sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 184 shares — an estimated $8.22K sold.

Aspire Private Capital first reported a position in XLRE in Q4 2018 and held it in 23 quarters. The position peaked at $6.2M in Q3 2019. 765 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • Aspire Private Capital reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 184 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $8.22K.
  • Aspire Private Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and held it in 23 quarters.
  • Aspire Private Capital's State Street Real Estate Select Sector SPDR ETF position peaked at $6.2M in Q3 2019.
  • 765 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.