Family Asset Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Family Asset Management’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 Q3	$11.8K	Sell	265 -248	-48%	-$10.4K	0.01%	177
2024 Q2	$19.7K	Buy	+513	New	+$19.3K	0.01%	170
2023 Q4	–	Sell	-10	Closed	-$341	–	204
2023 Q3	$341	Hold	10	–	–	﹤0.01%	178
2023 Q2	$377	Hold	10	–	–	﹤0.01%	182
2023 Q1	$374	Hold	10	–	–	﹤0.01%	174
2022 Q4	$369	Buy	+10	New	+$369	﹤0.01%	163

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Family Asset Management's XLRE Position: Q3 2024 in Review

Family Asset Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 48% in Q3 2024, selling an estimated $10.4K and leaving 265 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #177.

Family Asset Management first reported a position in XLRE in Q4 2022 and has held it in 6 quarters since. The position peaked at $19.7K in Q2 2024. 742 funds tracked by Wall St. Rank hold XLRE as of Q3 2024.

Family Asset Management held 265 shares of State Street Real Estate Select Sector SPDR ETF worth $11.8K as of Q3 2024.
Family Asset Management sold 248 State Street Real Estate Select Sector SPDR ETF shares in Q3 2024, an estimated $10.4K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Family Asset Management's portfolio in Q3 2024, its #177 holding.
Family Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 6 quarters since.
Family Asset Management's State Street Real Estate Select Sector SPDR ETF position peaked at $19.7K in Q2 2024.
742 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.