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

Carolinas Wealth Consulting’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 Q1	–	Sell	-399	Closed	-$16K	–	1168
2023 Q4	$16K	Buy	399 +265	+198%	+$9.52K	﹤0.01%	481
2023 Q3	$4.43K	Hold	134	–	–	﹤0.01%	621
2023 Q2	$5.05K	Hold	134	–	–	﹤0.01%	675
2023 Q1	$5.01K	Buy	+134	New	+$5.15K	﹤0.01%	681

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Carolinas Wealth Consulting's XLRE Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2024, closing a stake of 399 shares — an estimated $16K sold.

Carolinas Wealth Consulting first reported a position in XLRE in Q1 2023 and held it in 4 quarters. The position peaked at $16K in Q4 2023. 683 funds tracked by Wall St. Rank hold XLRE as of Q1 2024.

Carolinas Wealth Consulting reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 399 State Street Real Estate Select Sector SPDR ETF shares in Q1 2024, an estimated $16K.
Carolinas Wealth Consulting first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2023 and held it in 4 quarters.
Carolinas Wealth Consulting's State Street Real Estate Select Sector SPDR ETF position peaked at $16K in Q4 2023.
683 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.