Carmichael Hill & Associates’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Carmichael Hill & Associates’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 Q3	$32.7K	Buy	732 +28	+4%	+$1.18K	0.01%	435
2024 Q2	$27K	Buy	704 +528	+300%	+$19.9K	0.01%	438
2024 Q1	$6.96K	Hold	176	–	–	﹤0.01%	604
2023 Q4	$7.05K	Hold	176	–	–	﹤0.01%	619
2023 Q3	$6K	Hold	176	–	–	﹤0.01%	623
2023 Q2	$6.63K	Sell	176 -68	-28%	-$2.51K	﹤0.01%	613
2023 Q1	$9.12K	Sell	244 -177	-42%	-$6.8K	﹤0.01%	567
2022 Q4	$15.5K	Buy	421 +160	+61%	+$5.91K	0.01%	494
2022 Q3	$9K	Sell	261 -203	-44%	-$8.5K	﹤0.01%	600
2022 Q2	$19K	Buy	464 +261	+129%	+$11.6K	0.01%	482
2022 Q1	$10K	Buy	+203	New	+$9.52K	﹤0.01%	609

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

HIIFS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Carmichael Hill & Associates's XLRE Position: Q3 2024 in Review

Carmichael Hill & Associates increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 4% in Q3 2024, buying an estimated $1.18K and bringing the position to 732 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #435.

Carmichael Hill & Associates first reported a position in XLRE in Q1 2022 and has held it in 11 quarters since. 742 funds tracked by Wall St. Rank hold XLRE as of Q3 2024.

Carmichael Hill & Associates held 732 shares of State Street Real Estate Select Sector SPDR ETF worth $32.7K as of Q3 2024.
Carmichael Hill & Associates bought 28 State Street Real Estate Select Sector SPDR ETF shares in Q3 2024, an estimated $1.18K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #435 holding.
Carmichael Hill & Associates first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
742 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.