LMKC
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L.M. Kohn & Company’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

L.M. Kohn & Company’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
-10,282
Closed -$459K – 298
2024
Q3 		$459K Buy
+10,282
New +$433K 0.12% 159

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
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 $9.12B AUM 42.07% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

L.M. Kohn & Company's XLRE Position: Q4 2024 in Review

L.M. Kohn & Company sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 10,282 shares — an estimated $459K sold.

L.M. Kohn & Company first reported a position in XLRE in Q3 2024 and held it in 1 quarter. The position peaked at $459K in Q3 2024. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • L.M. Kohn & Company reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 10,282 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $459K.
  • L.M. Kohn & Company first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • L.M. Kohn & Company's State Street Real Estate Select Sector SPDR ETF position peaked at $459K in Q3 2024.
  • 763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on L.M. Kohn & Company's 13F filing for Q4 2024, filed 30 Jan 2025.