Global Wealth Management Investment Advisory’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Global Wealth Management Investment Advisory’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	-900	Closed	-$36.1K	–	453
2023 Q4	$36.1K	Buy	900 +500	+125%	+$18K	0.01%	215
2023 Q3	$13.6K	Hold	400	–	–	﹤0.01%	272
2023 Q2	$15.1K	Buy	+400	New	+$14.8K	﹤0.01%	270
2022 Q3	–	Sell	-620	Closed	-$25K	–	493
2022 Q2	$25K	Hold	620	–	–	0.01%	227
2022 Q1	$30K	Hold	620	–	–	0.01%	227
2021 Q4	$32K	Hold	620	–	–	0.01%	225
2021 Q3	$28K	Sell	620 -50	-7%	-$2.32K	0.01%	241
2021 Q2	$30K	Hold	670	–	–	0.01%	221
2021 Q1	$26K	Sell	670 -27	-4%	-$1.01K	0.01%	232
2020 Q4	$25K	Hold	697	–	–	0.01%	222
2020 Q3	$25K	Hold	697	–	–	0.01%	216
2020 Q2	$24K	Sell	697 -63	-8%	-$2.13K	0.01%	262
2020 Q1	$24K	Buy	760 +63	+9%	+$2.35K	0.01%	239
2019 Q4	$27K	Hold	697	–	–	0.01%	241
2019 Q3	$27K	Sell	697 -48	-6%	-$1.84K	0.01%	221
2019 Q2	$27K	Sell	745 -45	-6%	-$1.64K	0.01%	234
2019 Q1	$29K	Sell	790 -88	-10%	-$3K	0.02%	265
2018 Q4	$27K	Buy	+878	New	+$28.5K	0.02%	267

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 $20.6B AUM 59.59% 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

Global Wealth Management Investment Advisory's XLRE Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2024, closing a stake of 900 shares — an estimated $36.1K sold.

Global Wealth Management Investment Advisory first reported a position in XLRE in Q4 2018 and held it in 18 quarters. The position peaked at $36.1K in Q4 2023. 683 funds tracked by Wall St. Rank hold XLRE as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 900 State Street Real Estate Select Sector SPDR ETF shares in Q1 2024, an estimated $36.1K.
Global Wealth Management Investment Advisory first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's State Street Real Estate Select Sector SPDR ETF position peaked at $36.1K in Q4 2023.
683 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.