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CAG
Csenge Advisory Group’s
State Street Real Estate Select Sector SPDR ETF
XLRE
Stock Holding History
Csenge Advisory 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
2025
Q3
–
Sell
-6,704
Closed
-$280K
–
785
2025
Q2
$280K
Sell
6,704
-707
-10%
-$29K
0.01%
569
2025
Q1
$300K
Sell
7,411
-1,772
-19%
-$73.8K
0.02%
533
2024
Q4
$373K
Sell
9,183
-1,033
-10%
-$44.7K
0.02%
502
2024
Q3
$444K
Buy
+10,216
New
+$430K
0.02%
452
2024
Q1
–
Sell
-7,757
Closed
-$311K
–
749
2023
Q4
$311K
Buy
+7,757
New
+$279K
0.02%
513
2022
Q4
–
Sell
-13,874
Closed
-$500K
–
675
2022
Q3
$500K
Sell
13,874
-154
-1%
-$6.45K
0.04%
339
2022
Q2
$573K
Sell
14,028
-36,060
-72%
-$1.61M
0.05%
320
2022
Q1
$2.42M
Buy
+50,088
New
+$2.35M
0.19%
99
2021
Q4
–
Sell
-5,188
Closed
-$233K
–
618
2021
Q3
$233K
Buy
+5,188
New
+$241K
0.02%
519
2020
Q2
–
Sell
-55,163
Closed
-$1.71M
–
425
2020
Q1
$1.71M
Sell
55,163
-16,051
-23%
-$599K
0.45%
48
2019
Q4
$2.75M
Buy
71,214
+12,052
+20%
+$466K
0.7%
28
2019
Q3
$2.33M
Buy
59,162
+13,703
+30%
+$526K
0.64%
30
2019
Q2
$1.67M
Buy
+45,459
New
+$1.66M
0.57%
37
2018
Q4
–
Sell
-41
Closed
-$1K
–
1526
2018
Q3
$1K
Buy
+41
New
+$1.36K
﹤0.01%
953
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$147B AUM
18.73%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
PF
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$10.5B AUM
49.21%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
CCWM
Cassaday & Co Wealth Management
Mclean, Virginia
$4.69B AUM
20.56%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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