CBIZ Investment Advisory Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

CBIZ Investment Advisory Services’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	–	Sell	-21	Closed	-$944	–	511
2024 Q3	$944	Sell	21 -24	-53%	-$1.01K	﹤0.01%	370
2024 Q2	$1.73K	Buy	+45	New	+$1.7K	﹤0.01%	340

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 $14.7B AUM 47% 1-Year Est. Return

CBIZ Investment Advisory Services's XLRE Position: Q4 2024 in Review

CBIZ Investment Advisory Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 21 shares — an estimated $944 sold.

CBIZ Investment Advisory Services first reported a position in XLRE in Q2 2024 and held it in 2 quarters. The position peaked at $1.73K in Q2 2024. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

CBIZ Investment Advisory Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
CBIZ Investment Advisory Services sold 21 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $944.
CBIZ Investment Advisory Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2024 and held it in 2 quarters.
CBIZ Investment Advisory Services's State Street Real Estate Select Sector SPDR ETF position peaked at $1.73K in Q2 2024.
763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.