Lake Street Advisors Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Lake Street Advisors 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 Q4	$264K	Buy	6,480 +235	+4%	+$10.2K	0.01%	490
2024 Q3	$279K	Hold	6,245	–	–	0.01%	475
2024 Q2	$240K	Hold	6,245	–	–	0.01%	497
2024 Q1	$247K	Buy	+6,245	New	+$243K	0.01%	503

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Lake Street Advisors Group's XLRE Position: Q4 2024 in Review

Lake Street Advisors Group increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.8% in Q4 2024, buying an estimated $10.2K and bringing the position to 6,480 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #490.

Lake Street Advisors Group first reported a position in XLRE in Q1 2024 and has held it in 4 quarters since. The position peaked at $279K in Q3 2024. 764 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

Lake Street Advisors Group held 6,480 shares of State Street Real Estate Select Sector SPDR ETF worth $264K as of Q4 2024.
Lake Street Advisors Group bought 235 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $10.2K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #490 holding.
Lake Street Advisors Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 4 quarters since.
Lake Street Advisors Group's State Street Real Estate Select Sector SPDR ETF position peaked at $279K 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 Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.