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

Bison Wealth’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
2021
Q4 		– Sell
-300
Closed -$13K – 491
2021
Q3 		$13K Buy
+300
New +$13.9K 0.01% 407

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 $20.6B AUM 59.59% 1-Year Est. Return

Bison Wealth's XLRE Position: Q4 2024 in Review

Bison Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 198,434 shares — an estimated $8.86M sold.

Bison Wealth first reported a position in XLRE in Q4 2019 and held it in 12 quarters. The position peaked at $8.86M in Q3 2024. 764 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • Bison Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 198,434 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $8.86M.
  • Bison Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 12 quarters.
  • Bison Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $8.86M in Q3 2024.
  • 764 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.