Buckingham Capital Management (Ohio)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Buckingham Capital Management (Ohio)’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	$490K	Buy	12,050 +300	+3%	+$13K	0.06%	96
2024 Q3	$525K	Buy	11,750 +2,750	+31%	+$116K	0.06%	98
2024 Q2	$346K	Buy	9,000 +700	+8%	+$26.4K	0.04%	110
2024 Q1	$328K	Hold	8,300	–	–	0.04%	111
2023 Q4	$332K	Buy	+8,300	New	+$298K	0.04%	101
2023 Q3	–	Sell	-6,131	Closed	-$231K	–	119
2023 Q2	$231K	Buy	6,131 +230	+4%	+$8.48K	0.03%	102
2023 Q1	$221K	Buy	5,901 +423	+8%	+$16.2K	0.04%	109
2022 Q4	$202K	Buy	+5,478	New	+$202K	0.04%	109

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

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

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

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

Buckingham Capital Management (Ohio)'s XLRE Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.6% in Q4 2024, buying an estimated $13K and bringing the position to 12,050 shares worth $490K. The position accounts for 0.06% of the portfolio, ranked #96.

Buckingham Capital Management (Ohio) first reported a position in XLRE in Q4 2022 and has held it in 8 quarters since. The position peaked at $525K in Q3 2024. 764 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

Buckingham Capital Management (Ohio) held 12,050 shares of State Street Real Estate Select Sector SPDR ETF worth $490K as of Q4 2024.
Buckingham Capital Management (Ohio) bought 300 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $13K.
State Street Real Estate Select Sector SPDR ETF made up 0.06% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #96 holding.
Buckingham Capital Management (Ohio) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
Buckingham Capital Management (Ohio)'s State Street Real Estate Select Sector SPDR ETF position peaked at $525K 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 Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.