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Impact Partnership Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-62
Closed -$2.11K – 1098
2023
Q3 		$2.11K Hold
62
– – ﹤0.01% 825
2023
Q2 		$2.34K Buy
+62
New +$2.29K ﹤0.01% 631

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Impact Partnership Wealth's XLRE Position: Q4 2023 in Review

Impact Partnership Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2023, closing a stake of 62 shares — an estimated $2.11K sold.

Impact Partnership Wealth first reported a position in XLRE in Q2 2023 and held it in 2 quarters. The position peaked at $2.34K in Q2 2023. 678 funds tracked by Wall St. Rank hold XLRE as of Q4 2023.

  • Impact Partnership Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 62 State Street Real Estate Select Sector SPDR ETF shares in Q4 2023, an estimated $2.11K.
  • Impact Partnership Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $2.34K in Q2 2023.
  • 678 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.