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

FinTrust Capital 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 Q3	$2.91K	Hold	65	–	–	﹤0.01%	1172
2024 Q2	$2.48K	Buy	+65	New	+$2.45K	﹤0.01%	1165
2022 Q4	–	Sell	-23	Closed	-$1K	–	1298
2022 Q3	$1K	Buy	+23	New	+$963	﹤0.01%	1205
2020 Q2	–	Sell	-365	Closed	-$11K	–	1174
2020 Q1	$11K	Buy	+365	New	+$13.6K	0.01%	742

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

FinTrust Capital Advisors's XLRE Position: Q3 2024 in Review

FinTrust Capital Advisors held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q3 2024 at 65 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

FinTrust Capital Advisors first reported a position in XLRE in Q1 2020 and has held it in 4 quarters since. The position peaked at $11K in Q1 2020. 742 funds tracked by Wall St. Rank hold XLRE as of Q3 2024.

FinTrust Capital Advisors held 65 shares of State Street Real Estate Select Sector SPDR ETF worth $2.91K as of Q3 2024.
FinTrust Capital Advisors left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q3 2024.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1172 holding.
FinTrust Capital Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and has held it in 4 quarters since.
FinTrust Capital Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $11K in Q1 2020.
742 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.