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

FRG Family 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 Q2	–	Sell	-2,450	Closed	-$88.7K	–	365
2024 Q1	$88.7K	Buy	+2,450	New	+$95.3K	0.02%	172
2023 Q2	–	Sell	-13,150	Closed	-$492K	–	145
2023 Q1	$492K	Sell	13,150 -2,200	-14%	-$84.5K	0.11%	100
2022 Q4	$567K	Hold	15,350	–	–	0.14%	96
2022 Q3	$553K	Sell	15,350 -5,200	-25%	-$218K	0.14%	94
2022 Q2	$840K	Buy	20,550 +10,650	+108%	+$475K	0.19%	80
2022 Q1	$478K	Buy	+9,900	New	+$464K	0.09%	109

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

FRG Family Wealth Advisors's XLRE Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 2,450 shares — an estimated $88.7K sold.

FRG Family Wealth Advisors first reported a position in XLRE in Q1 2022 and held it in 6 quarters. The position peaked at $840K in Q2 2022. 655 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

FRG Family Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 2,450 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $88.7K.
FRG Family Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
FRG Family Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $840K in Q2 2022.
655 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.