ICA Group Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

ICA Group Wealth Management’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 Q2	–	Sell	-907	Closed	-$35.9K	–	1342
2024 Q1	$35.9K	Sell	907 -6	-0.7%	-$233	0.01%	629
2023 Q4	$36.6K	Buy	+913	New	+$32.8K	0.01%	586
2023 Q3	–	Sell	-971	Closed	-$36.6K	–	1256
2023 Q2	$36.6K	Buy	971 +252	+35%	+$9.29K	0.01%	558
2023 Q1	$26.9K	Buy	719 +587	+445%	+$22.5K	0.01%	607
2022 Q4	$4.88K	Buy	+132	New	+$4.87K	﹤0.01%	971

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ICA Group Wealth Management's XLRE Position: Q2 2024 in Review

ICA Group Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 907 shares — an estimated $35.9K sold.

ICA Group Wealth Management first reported a position in XLRE in Q4 2022 and held it in 5 quarters. The position peaked at $36.6K in Q2 2023. 655 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

ICA Group Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 907 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $35.9K.
ICA Group Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $36.6K in Q2 2023.
655 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.