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

Gratus 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	-76,225	Closed	-$3.29M	–	134
2024 Q3	$3.29M	Buy	76,225 +3,668	+5%	+$155K	0.54%	26
2024 Q2	$2.94M	Sell	72,557 -549	-0.8%	-$20.7K	0.51%	27
2024 Q1	$2.61M	Buy	73,106 +258	+0.4%	+$10K	0.48%	28
2023 Q4	$2.92M	Buy	+72,848	New	+$2.62M	0.58%	29

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 $20.6B AUM 59.59% 1-Year Est. Return

Gratus Wealth Advisors's XLRE Position: Q4 2024 in Review

Gratus Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 76,225 shares — an estimated $3.29M sold.

Gratus Wealth Advisors first reported a position in XLRE in Q4 2023 and held it in 4 quarters. The position peaked at $3.29M in Q3 2024. 764 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

Gratus Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Gratus Wealth Advisors sold 76,225 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $3.29M.
Gratus Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
Gratus Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $3.29M in Q3 2024.
764 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

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