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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 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