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

Baron 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
2023 Q3	–	Sell	-6,972	Closed	-$263K	–	153
2023 Q2	$263K	Sell	6,972 -268	-4%	-$9.89K	0.17%	105
2023 Q1	$271K	Buy	7,240 +33	+0.5%	+$1.27K	0.19%	93
2022 Q4	$266K	Buy	+7,207	New	+$266K	0.2%	94

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

HIIFS

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

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

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baron Wealth Management's XLRE Position: Q3 2023 in Review

Baron Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2023, closing a stake of 6,972 shares — an estimated $263K sold.

Baron Wealth Management first reported a position in XLRE in Q4 2022 and held it in 3 quarters. The position peaked at $271K in Q1 2023. 588 funds tracked by Wall St. Rank hold XLRE as of Q3 2023.

Baron Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Baron Wealth Management sold 6,972 State Street Real Estate Select Sector SPDR ETF shares in Q3 2023, an estimated $263K.
Baron Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
Baron Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $271K in Q1 2023.
588 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2023.

Based on Baron Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.