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

Laidlaw 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
2023
Q4 		– Sell
-6,892
Closed -$235K – 279
2023
Q3 		$235K Sell
6,892
-6,770
-50% -$251K 0.08% 236
2023
Q2 		$515K Sell
13,662
-2,686
-16% -$99.1K 0.1% 197
2023
Q1 		$611K Buy
16,348
+3,036
+23% +$117K 0.12% 183
2022
Q4 		$492K Buy
13,312
+3,825
+40% +$141K 0.11% 198
2022
Q3 		$342K Sell
9,487
-6,697
-41% -$281K 0.08% 220
2022
Q2 		$661K Buy
16,184
+73
+0.5% +$3.26K 0.13% 164
2022
Q1 		$778K Buy
16,111
+1,655
+11% +$77.6K 0.13% 160
2021
Q4 		$749K Buy
14,456
+49
+0.3% +$2.36K 0.12% 170
2021
Q3 		$640K Sell
14,407
-502
-3% -$23.3K 0.16% 128
2021
Q2 		$661K Buy
14,909
+1,598
+12% +$68.5K 0.17% 123
2021
Q1 		$526K Buy
13,311
+2,929
+28% +$110K 0.18% 120
2020
Q4 		$380K Buy
10,382
+1,290
+14% +$46.8K 0.08% 231
2020
Q3 		$321K Buy
9,092
+414
+5% +$14.8K 0.14% 144
2020
Q2 		$302K Buy
8,678
+1,990
+30% +$67.3K 0.16% 132
2020
Q1 		$207K Sell
6,688
-4,398
-40% -$164K 0.14% 137
2019
Q4 		$429K Buy
+11,086
New +$429K 0.27% 100

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Laidlaw Wealth Management's XLRE Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2023, closing a stake of 6,892 shares — an estimated $235K sold.

Laidlaw Wealth Management first reported a position in XLRE in Q4 2019 and held it in 16 quarters. The position peaked at $778K in Q1 2022. 679 funds tracked by Wall St. Rank hold XLRE as of Q4 2023.

  • Laidlaw Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 6,892 State Street Real Estate Select Sector SPDR ETF shares in Q4 2023, an estimated $235K.
  • Laidlaw Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 16 quarters.
  • Laidlaw Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $778K in Q1 2022.
  • 679 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.