LYNX CAPITAL GROUP LTD /ADV’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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	$1.25M	Buy	+31,300	New	+$1.12M	0.91%	47

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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 $4.69B AUM 20.56% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LYNX CAPITAL GROUP LTD /ADV's XLRE Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2023: 31,300 shares worth $1.25M. The stake represents 0.91% of the portfolio and ranks #47 among its holdings.

679 funds tracked by Wall St. Rank hold XLRE as of Q4 2023.

LYNX CAPITAL GROUP LTD /ADV held 31,300 shares of State Street Real Estate Select Sector SPDR ETF worth $1.25M as of Q4 2023.
State Street Real Estate Select Sector SPDR ETF was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
State Street Real Estate Select Sector SPDR ETF made up 0.91% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #47 holding.
679 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.