Glassman Wealth Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Glassman Wealth Services’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	-115	Closed	-$4.62K	–	1861
2023 Q4	$4.62K	Buy	115 +1	+0.9%	+$36	﹤0.01%	1107
2023 Q3	$3.89K	Buy	+114	New	+$4.22K	﹤0.01%	1147
2019 Q1	–	Sell	-14	Closed	–	–	1220
2018 Q4	$0	Buy	+14	New	+$454	﹤0.01%	1001
2016 Q4	–	Sell	-167	Closed	-$5K	–	726
2016 Q3	$5K	Buy	+167	New	+$5.6K	﹤0.01%	366

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Glassman Wealth Services's XLRE Position: Q1 2024 in Review

Glassman Wealth Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2024, closing a stake of 115 shares — an estimated $4.62K sold.

Glassman Wealth Services first reported a position in XLRE in Q3 2016 and held it in 4 quarters. The position peaked at $5K in Q3 2016. 683 funds tracked by Wall St. Rank hold XLRE as of Q1 2024.

Glassman Wealth Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 115 State Street Real Estate Select Sector SPDR ETF shares in Q1 2024, an estimated $4.62K.
Glassman Wealth Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 4 quarters.
Glassman Wealth Services's State Street Real Estate Select Sector SPDR ETF position peaked at $5K in Q3 2016.
683 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.