Cornerstone Wealth Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Cornerstone Wealth Group’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	-88,298	Closed	-$3.94M	–	290
2024 Q3	$3.94M	Buy	+88,298	New	+$3.72M	0.33%	85
2022 Q1	–	Sell	-18,074	Closed	-$936K	–	168
2021 Q4	$936K	Sell	18,074 -74,957	-81%	-$3.61M	0.16%	101
2021 Q3	$4.13M	Buy	+93,031	New	+$4.32M	0.73%	35

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

Cornerstone Wealth Group's XLRE Position: Q4 2024 in Review

Cornerstone Wealth Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 88,298 shares — an estimated $3.94M sold.

Cornerstone Wealth Group first reported a position in XLRE in Q3 2021 and held it in 3 quarters. The position peaked at $4.13M in Q3 2021. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

Cornerstone Wealth Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Cornerstone Wealth Group sold 88,298 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $3.94M.
Cornerstone Wealth Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and held it in 3 quarters.
Cornerstone Wealth Group's State Street Real Estate Select Sector SPDR ETF position peaked at $4.13M in Q3 2021.
763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Cornerstone Wealth Group's 13F filing for Q4 2024, filed 22 Jan 2025.