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Hardy Reed’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Hardy Reed’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
-4,991
Closed -$223K – 262
2024
Q3 		$223K Sell
4,991
-856
-15% -$36.1K 0.02% 227
2024
Q2 		$225K Sell
5,847
-4,162
-42% -$157K 0.02% 213
2024
Q1 		$396K Buy
10,009
+304
+3% +$11.8K 0.05% 78
2023
Q4 		$389K Sell
9,705
-1,603
-14% -$57.6K 0.05% 79
2023
Q3 		$385K Sell
11,308
-481
-4% -$17.8K 0.07% 68
2023
Q2 		$444K Sell
11,789
-114
-1% -$4.21K 0.08% 61
2023
Q1 		$445K Buy
11,903
+159
+1% +$6.11K 0.08% 66
2022
Q4 		$434K Buy
11,744
+441
+4% +$16.3K 0.08% 64
2022
Q3 		$407K Buy
11,303
+809
+8% +$33.9K 0.09% 52
2022
Q2 		$429K Buy
+10,494
New +$468K 0.09% 50

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
BNP Paribas Financial Markets
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 $14.7B AUM 47% 1-Year Est. Return

Hardy Reed's XLRE Position: Q4 2024 in Review

Hardy Reed sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 4,991 shares — an estimated $223K sold.

Hardy Reed first reported a position in XLRE in Q2 2022 and held it in 10 quarters. The position peaked at $445K in Q1 2023. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • Hardy Reed reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Hardy Reed sold 4,991 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $223K.
  • Hardy Reed first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and held it in 10 quarters.
  • Hardy Reed's State Street Real Estate Select Sector SPDR ETF position peaked at $445K in Q1 2023.
  • 763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Hardy Reed's 13F filing for Q4 2024, filed 3 Feb 2025.