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Financial Partners Group (Kansas)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Financial Partners Group (Kansas)’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
Q2 		– Sell
-7,794
Closed -$308K – 183
2024
Q1 		$308K Sell
7,794
-2,248
-22% -$87.4K 0.05% 140
2023
Q4 		$402K Buy
10,042
+898
+10% +$32.2K 0.07% 107
2023
Q3 		$311K Sell
9,144
-1,479
-14% -$54.7K 0.06% 116
2023
Q2 		$394K Buy
10,623
+254
+2% +$9.37K 0.08% 106
2023
Q1 		$388K Sell
10,369
-53
-0.5% -$2.04K 0.09% 103
2022
Q4 		$422K Sell
10,422
-1,381
-12% -$51K 0.09% 99
2022
Q3 		$425K Buy
11,803
+63
+0.5% +$2.64K 0.11% 90
2022
Q2 		$480K Sell
11,740
-1,241
-10% -$55.3K 0.12% 84
2022
Q1 		$627K Sell
12,981
-365
-3% -$17.1K 0.14% 84
2021
Q4 		$632K Buy
13,346
+3,325
+33% +$160K 0.14% 83
2021
Q3 		$445K Buy
10,021
+480
+5% +$22.3K 0.1% 98
2021
Q2 		$423K Buy
9,541
+910
+11% +$39K 0.11% 93
2021
Q1 		$341K Buy
8,631
+62
+0.7% +$2.33K 0.1% 101
2020
Q4 		$315K Sell
8,569
-846
-9% -$30.7K 0.09% 93
2020
Q3 		$332K Sell
9,415
-896
-9% -$31.9K 0.11% 80
2020
Q2 		$359K Buy
+10,311
New +$348K 0.14% 70

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Partners Group (Kansas)'s XLRE Position: Q2 2024 in Review

Financial Partners Group (Kansas) sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 7,794 shares — an estimated $308K sold.

Financial Partners Group (Kansas) first reported a position in XLRE in Q2 2020 and held it in 16 quarters. The position peaked at $632K in Q4 2021. 655 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

  • Financial Partners Group (Kansas) reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 7,794 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $308K.
  • Financial Partners Group (Kansas) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and held it in 16 quarters.
  • Financial Partners Group (Kansas)'s State Street Real Estate Select Sector SPDR ETF position peaked at $632K in Q4 2021.
  • 655 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2024, filed 19 Jul 2024.