AWM
XLRE icon

Avitas Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Avitas Wealth 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 		$463K Sell
11,385
-687
-6% -$29.7K 0.06% 159
2024
Q3 		$539K Sell
12,072
-178
-1% -$7.5K 0.08% 158
2024
Q2 		$471K Buy
12,250
+110
+0.9% +$4.14K 0.07% 168
2024
Q1 		$480K Sell
12,140
-158
-1% -$6.14K 0.07% 176
2023
Q4 		$493K Buy
12,298
+5,220
+74% +$187K 0.08% 164
2023
Q3 		$241K Sell
7,078
-4,975
-41% -$184K 0.05% 197
2023
Q2 		$454K Buy
12,053
+124
+1% +$4.57K 0.08% 161
2023
Q1 		$446K Buy
11,929
+389
+3% +$14.9K 0.09% 163
2022
Q4 		$426K Buy
11,540
+733
+7% +$27.1K 0.09% 152
2022
Q3 		$389K Buy
10,807
+234
+2% +$9.8K 0.09% 150
2022
Q2 		$432K Buy
10,573
+1,161
+12% +$51.8K 0.09% 150
2022
Q1 		$455K Buy
9,412
+3,438
+58% +$161K 0.08% 165
2021
Q4 		$310K Sell
5,974
-170
-3% -$8.18K 0.05% 169
2021
Q3 		$273K Sell
6,144
-123
-2% -$5.72K 0.05% 185
2021
Q2 		$278K Buy
6,267
+71
+1% +$3.04K 0.05% 194
2021
Q1 		$245K Sell
6,196
-47
-0.8% -$1.77K 0.05% 205
2020
Q4 		$228K Sell
6,243
-85
-1% -$3.08K 0.05% 207
2020
Q3 		$223K Buy
6,328
+110
+2% +$3.92K 0.06% 179
2020
Q2 		$216K Buy
+6,218
New +$210K 0.07% 166

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
BNP Paribas Financial Markets
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

Avitas Wealth Management's XLRE Position: Q4 2024 in Review

Avitas Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.7% in Q4 2024, selling an estimated $29.7K and leaving 11,385 shares worth $463K. The position accounts for 0.06% of the portfolio, ranked #159.

Avitas Wealth Management first reported a position in XLRE in Q2 2020 and has held it in 19 quarters since. The position peaked at $539K in Q3 2024. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • Avitas Wealth Management held 11,385 shares of State Street Real Estate Select Sector SPDR ETF worth $463K as of Q4 2024.
  • Avitas Wealth Management sold 687 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $29.7K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.06% of Avitas Wealth Management's portfolio in Q4 2024, its #159 holding.
  • Avitas Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and has held it in 19 quarters since.
  • Avitas Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $539K in Q3 2024.
  • 763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.