GYL Financial Synergies’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

GYL Financial Synergies’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	$267K	Sell	5,978 -77	-1%	-$3.24K	0.02%	312
2024 Q2	$233K	Sell	6,055 -58	-0.9%	-$2.19K	0.02%	337
2024 Q1	$242K	Sell	6,113 -125	-2%	-$4.86K	0.02%	329
2023 Q4	$250K	Hold	6,238	–	–	0.02%	314
2023 Q3	$213K	Buy	6,238 +131	+2%	+$4.85K	0.02%	312
2023 Q2	$230K	Buy	6,107 +139	+2%	+$5.13K	0.02%	311
2023 Q1	$223K	Buy	+5,968	New	+$229K	0.03%	263

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

GYL Financial Synergies's XLRE Position: Q3 2024 in Review

GYL Financial Synergies reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.3% in Q3 2024, selling an estimated $3.24K and leaving 5,978 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #312.

GYL Financial Synergies first reported a position in XLRE in Q1 2023 and has held it in 7 quarters since. 743 funds tracked by Wall St. Rank hold XLRE as of Q3 2024.

GYL Financial Synergies held 5,978 shares of State Street Real Estate Select Sector SPDR ETF worth $267K as of Q3 2024.
GYL Financial Synergies sold 77 State Street Real Estate Select Sector SPDR ETF shares in Q3 2024, an estimated $3.24K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #312 holding.
GYL Financial Synergies first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2023 and has held it in 7 quarters since.
743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.