FDx Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

FDx Advisors’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 Q1	–	Sell	-19,944	Closed	-$799K	–	661
2023 Q4	$799K	Buy	19,944 +10,563	+113%	+$379K	0.06%	302
2023 Q3	$320K	Buy	+9,381	New	+$347K	0.03%	454
2022 Q1	–	Sell	-4,776	Closed	-$247K	–	912
2021 Q4	$247K	Buy	+4,776	New	+$230K	0.01%	770
2018 Q3	–	Sell	-6,339	Closed	-$207K	–	953
2018 Q2	$207K	Buy	+6,339	New	+$198K	0.01%	841
2018 Q1	–	Sell	-8,271	Closed	-$272K	–	1275
2017 Q4	$272K	Sell	8,271 -845	-9%	-$27.9K	0.01%	1085
2017 Q3	$294K	Buy	9,116 +177	+2%	+$5.75K	0.01%	1047
2017 Q2	$288K	Sell	8,939 -54	-0.6%	-$1.73K	0.01%	1001
2017 Q1	$284K	Buy	+8,993	New	+$280K	0.01%	991

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

FDx Advisors's XLRE Position: Q1 2024 in Review

FDx Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2024, closing a stake of 19,944 shares — an estimated $799K sold.

FDx Advisors first reported a position in XLRE in Q1 2017 and held it in 8 quarters. The position peaked at $799K in Q4 2023. 684 funds tracked by Wall St. Rank hold XLRE as of Q1 2024.

FDx Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 19,944 State Street Real Estate Select Sector SPDR ETF shares in Q1 2024, an estimated $799K.
FDx Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2017 and held it in 8 quarters.
FDx Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $799K in Q4 2023.
684 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.