LWM
XLRE icon

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

Lionsbridge 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
2024
Q4 		– Sell
-21,182
Closed -$946K – 75
2024
Q3 		$946K Buy
+21,182
New +$893K 0.75% 44

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
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PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Lionsbridge Wealth Management's XLRE Position: Q4 2024 in Review

Lionsbridge Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 21,182 shares — an estimated $946K sold.

Lionsbridge Wealth Management first reported a position in XLRE in Q3 2024 and held it in 1 quarter. The position peaked at $946K in Q3 2024. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • Lionsbridge Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 21,182 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $946K.
  • Lionsbridge Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Lionsbridge Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $946K in Q3 2024.
  • 763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.