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Householder Group Estate & Retirement Specialist’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$456K Sell
11,215
-374
-3% -$16.2K 0.34% 46
2024
Q3 		$517K Buy
11,589
+102
+0.9% +$4.3K 0.15% 136
2024
Q2 		$441K Buy
11,487
+569
+5% +$21.4K 0.12% 148
2024
Q1 		$432K Buy
10,918
+432
+4% +$16.8K 0.13% 149
2023
Q4 		$420K Buy
10,486
+530
+5% +$19K 0.14% 138
2023
Q3 		$339K Buy
+9,956
New +$368K 0.12% 149
2023
Q1 		$300K Buy
+8,034
New +$309K 0.12% 166
2022
Q4 		– Sell
-3,544
Closed -$127K – 1186
2022
Q3 		$127K Buy
+3,544
New +$148K 0.05% 228

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 $445B AUM 25.58% 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 $14.9B AUM 46.8% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XLRE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.2% in Q4 2024, selling an estimated $16.2K and leaving 11,215 shares worth $456K. The position accounts for 0.34% of the portfolio, ranked #46.

Householder Group Estate & Retirement Specialist first reported a position in XLRE in Q3 2022 and has held it in 8 quarters since. The position peaked at $517K in Q3 2024. 764 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 11,215 shares of State Street Real Estate Select Sector SPDR ETF worth $456K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 374 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $16.2K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.34% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #46 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's State Street Real Estate Select Sector SPDR ETF position peaked at $517K 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 Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.