GI
XLRE icon

Gradient Investments’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Gradient Investments’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 		– Sell
-189
Closed -$7.26K – 1321
2024
Q2 		$7.26K Buy
+189
New +$7.12K ﹤0.01% 793
2024
Q1 		– Sell
-11
Closed -$448 – 1865
2023
Q4 		$448 Buy
11
+7
+175% +$251 ﹤0.01% 1620
2023
Q3 		$141 Hold
4
– – ﹤0.01% 1695
2023
Q2 		$155 Sell
4
-22
-85% -$812 ﹤0.01% 1658
2023
Q1 		$975 Buy
26
+22
+550% +$845 ﹤0.01% 1209
2022
Q4 		$149 Buy
+4
New +$148 ﹤0.01% 1410
2022
Q1 		– Sell
-35
Closed -$2K – 1365
2021
Q4 		$2K Buy
+35
New +$1.68K ﹤0.01% 1102
2020
Q3 		– Sell
-86
Closed -$3K – 1237
2020
Q2 		$3K Hold
86
– – ﹤0.01% 857
2020
Q1 		$3K Sell
86
-66
-43% -$2.46K ﹤0.01% 883
2019
Q4 		$6K Buy
152
+66
+77% +$2.55K ﹤0.01% 800
2019
Q3 		$3K Hold
86
– – ﹤0.01% 898
2019
Q2 		$3K Hold
86
– – ﹤0.01% 849
2019
Q1 		$3K Hold
86
– – ﹤0.01% 727
2018
Q4 		$3K Buy
+86
New +$2.79K ﹤0.01% 796
2017
Q3 		– Sell
-264
Closed -$9K – 731
2017
Q2 		$9K Hold
264
– – ﹤0.01% 506
2017
Q1 		$8K Sell
264
-482
-65% -$15K ﹤0.01% 551
2016
Q4 		$23K Buy
746
+289
+63% +$8.85K ﹤0.01% 345
2016
Q3 		$15K Buy
+457
New +$15.3K ﹤0.01% 399

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Gradient Investments's XLRE Position: Q3 2024 in Review

Gradient Investments sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2024, closing a stake of 189 shares — an estimated $7.26K sold.

Gradient Investments first reported a position in XLRE in Q3 2016 and held it in 18 quarters. The position peaked at $23K in Q4 2016. 743 funds tracked by Wall St. Rank hold XLRE as of Q3 2024.

  • Gradient Investments reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 189 State Street Real Estate Select Sector SPDR ETF shares in Q3 2024, an estimated $7.26K.
  • Gradient Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 18 quarters.
  • Gradient Investments's State Street Real Estate Select Sector SPDR ETF position peaked at $23K in Q4 2016.
  • 743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.