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Jaffetilchin Investment Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Jaffetilchin Investment Partners’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
-246
Closed -$11K – 1324
2024
Q3 		$11K Buy
+246
New +$10.4K ﹤0.01% 885

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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

Jaffetilchin Investment Partners's XLRE Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 246 shares — an estimated $11K sold.

Jaffetilchin Investment Partners first reported a position in XLRE in Q3 2024 and held it in 1 quarter. The position peaked at $11K in Q3 2024. 764 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 246 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $11K.
  • Jaffetilchin Investment Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $11K 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 Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.