Forvis Mazars Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Forvis Mazars Wealth 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 Q4	–	Sell	-10,407	Closed	-$465K	–	436
2024 Q3	$465K	Sell	10,407 -569	-5%	-$24K	0.01%	325
2024 Q2	$422K	Sell	10,976 -279	-2%	-$10.5K	0.01%	313
2024 Q1	$445K	Buy	11,255 +108	+1%	+$4.2K	0.01%	306
2023 Q4	$447K	Sell	11,147 -1,280	-10%	-$46K	0.01%	294
2023 Q3	$423K	Sell	12,427 -685	-5%	-$25.3K	0.01%	301
2023 Q2	$494K	Sell	13,112 -3,151	-19%	-$116K	0.01%	295
2023 Q1	$608K	Sell	16,263 -57	-0.3%	-$2.19K	0.02%	240
2022 Q4	$603K	Sell	16,320 -1,202	-7%	-$44.4K	0.02%	238
2022 Q3	$630K	Sell	17,522 -2,041	-10%	-$85.5K	0.03%	236
2022 Q2	$799K	Buy	+19,563	New	+$872K	0.03%	209

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

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

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

MIH

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

HIIFS

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

Forvis Mazars Wealth Advisors's XLRE Position: Q4 2024 in Review

Forvis Mazars Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 10,407 shares — an estimated $465K sold.

Forvis Mazars Wealth Advisors first reported a position in XLRE in Q2 2022 and held it in 10 quarters. The position peaked at $799K in Q2 2022. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

Forvis Mazars Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 10,407 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $465K.
Forvis Mazars Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and held it in 10 quarters.
Forvis Mazars Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $799K in Q2 2022.
763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.