CCP
XLRE icon

Carmel Capital Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-35
Closed -$1.19K – 724
2023
Q3 		$1.19K Buy
+35
New +$1.29K ﹤0.01% 659

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carmel Capital Partners's XLRE Position: Q4 2023 in Review

Carmel Capital Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2023, closing a stake of 35 shares — an estimated $1.19K sold.

Carmel Capital Partners first reported a position in XLRE in Q3 2023 and held it in 1 quarter. The position peaked at $1.19K in Q3 2023. 678 funds tracked by Wall St. Rank hold XLRE as of Q4 2023.

  • Carmel Capital Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 35 State Street Real Estate Select Sector SPDR ETF shares in Q4 2023, an estimated $1.19K.
  • Carmel Capital Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $1.19K in Q3 2023.
  • 678 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.