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

Halpern Financial’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	$3.05K	Buy	+69	New	+$2.91K	﹤0.01%	196

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Halpern Financial's XLRE Position: Q3 2024 in Review

Halpern Financial opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2024: 69 shares worth $3.05K. The stake represents ﹤0.01% of the portfolio and ranks #196 among its holdings.

742 funds tracked by Wall St. Rank hold XLRE as of Q3 2024.

Halpern Financial held 69 shares of State Street Real Estate Select Sector SPDR ETF worth $3.05K as of Q3 2024.
State Street Real Estate Select Sector SPDR ETF was a new Halpern Financial position in Q3 2024.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #196 holding.
742 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.