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DFPG Investments’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

DFPG Investments’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
2023
Q4 		$733K Buy
18,567
+12,665
+215% +$455K 0.06% 306
2023
Q3 		$201K Buy
+5,902
New +$218K 0.02% 554

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DFPG Investments's XLRE Position: Q4 2023 in Review

DFPG Investments increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 215% in Q4 2023, buying an estimated $455K and bringing the position to 18,567 shares worth $733K. The position accounts for 0.06% of the portfolio, ranked #306.

DFPG Investments first reported a position in XLRE in Q3 2023 and has held it in 2 quarters since. 678 funds tracked by Wall St. Rank hold XLRE as of Q4 2023.

  • DFPG Investments held 18,567 shares of State Street Real Estate Select Sector SPDR ETF worth $733K as of Q4 2023.
  • DFPG Investments bought 12,665 State Street Real Estate Select Sector SPDR ETF shares in Q4 2023, an estimated $455K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.06% of DFPG Investments's portfolio in Q4 2023, its #306 holding.
  • DFPG Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and has held it in 2 quarters since.
  • 678 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.