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

KFA Private Wealth Group’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
-5,104
Closed -$202K – 99
2024
Q1 		$202K Buy
5,104
+59
+1% +$2.29K 0.06% 98
2023
Q4 		$202K Buy
+5,045
New +$181K 0.07% 83

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
BNP Paribas Financial Markets
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KFA Private Wealth Group's XLRE Position: Q2 2024 in Review

KFA Private Wealth Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 5,104 shares — an estimated $202K sold.

KFA Private Wealth Group first reported a position in XLRE in Q4 2023 and held it in 2 quarters. The position peaked at $202K in Q4 2023. 655 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

  • KFA Private Wealth Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • KFA Private Wealth Group sold 5,104 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $202K.
  • KFA Private Wealth Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • KFA Private Wealth Group's State Street Real Estate Select Sector SPDR ETF position peaked at $202K in Q4 2023.
  • 655 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on KFA Private Wealth Group's 13F filing for Q2 2024, filed 7 Aug 2024.