LF
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Lee Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Lee Financial’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
Q1 		– Sell
-62
Closed -$2.48K – 833
2023
Q4 		$2.48K Hold
62
– – ﹤0.01% 700
2023
Q3 		$2.11K Buy
+62
New +$2.29K ﹤0.01% 669

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Lee Financial's XLRE Position: Q1 2024 in Review

Lee Financial sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2024, closing a stake of 62 shares — an estimated $2.48K sold.

Lee Financial first reported a position in XLRE in Q3 2023 and held it in 2 quarters. The position peaked at $2.48K in Q4 2023. 683 funds tracked by Wall St. Rank hold XLRE as of Q1 2024.

  • Lee Financial reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 62 State Street Real Estate Select Sector SPDR ETF shares in Q1 2024, an estimated $2.48K.
  • Lee Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and held it in 2 quarters.
  • Lee Financial's State Street Real Estate Select Sector SPDR ETF position peaked at $2.48K in Q4 2023.
  • 683 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.