Long Run Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Long Run Wealth Advisors’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 Q3	–	Sell	-6,988	Closed	-$263K	–	95
2023 Q2	$263K	Sell	6,988 -27,555	-80%	-$1.02M	0.08%	86
2023 Q1	$1.29M	Buy	34,543 +1,148	+3%	+$44.1K	0.44%	54
2022 Q4	$1.23M	Buy	33,395 +3,270	+11%	+$121K	0.44%	55
2022 Q3	$1.08M	Buy	30,125 +1,716	+6%	+$71.9K	0.43%	57
2022 Q2	$1.16M	Buy	28,409 +654	+2%	+$29.2K	0.45%	50
2022 Q1	$1.3M	Buy	27,755 +1,859	+7%	+$87.1K	0.45%	48
2021 Q4	$1.31M	Buy	+25,896	New	+$1.25M	0.46%	50

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 $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

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

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Long Run Wealth Advisors's XLRE Position: Q3 2023 in Review

Long Run Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2023, closing a stake of 6,988 shares — an estimated $263K sold.

Long Run Wealth Advisors first reported a position in XLRE in Q4 2021 and held it in 7 quarters. The position peaked at $1.31M in Q4 2021. 588 funds tracked by Wall St. Rank hold XLRE as of Q3 2023.

Long Run Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Long Run Wealth Advisors sold 6,988 State Street Real Estate Select Sector SPDR ETF shares in Q3 2023, an estimated $263K.
Long Run Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
Long Run Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.31M in Q4 2021.
588 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2023.

Based on Long Run Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.