Lee, Danner & Bass’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-13	Closed	-$529	–	724
2024 Q4	$529	Buy	+13	New	+$563	﹤0.01%	731
2020 Q4	–	Sell	-15,654	Closed	-$552K	–	189
2020 Q3	$552K	Buy	+15,654	New	+$558K	0.07%	132

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

Lee, Danner & Bass's XLRE Position: Q1 2025 in Review

Lee, Danner & Bass sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 13 shares — an estimated $529 sold.

Lee, Danner & Bass first reported a position in XLRE in Q3 2020 and held it in 2 quarters. The position peaked at $552K in Q3 2020. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

Lee, Danner & Bass reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 13 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $529.
Lee, Danner & Bass first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and held it in 2 quarters.
Lee, Danner & Bass's State Street Real Estate Select Sector SPDR ETF position peaked at $552K in Q3 2020.
743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.