LWA
XLRE icon

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

Lowe 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
-2
Closed -$75 – 365
2023
Q2 		$75 Hold
2
– – ﹤0.01% 351
2023
Q1 		$75 Hold
2
– – ﹤0.01% 346
2022
Q4 		$74 Hold
2
– – ﹤0.01% 352
2022
Q3 		$0 Hold
2
– – ﹤0.01% 357
2022
Q2 		$0 Hold
2
– – ﹤0.01% 339
2022
Q1 		$0 Hold
2
– – ﹤0.01% 342
2021
Q4 		$0 Hold
2
– – ﹤0.01% 315
2021
Q3 		$0 Hold
2
– – ﹤0.01% 300
2021
Q2 		$0 Hold
2
– – ﹤0.01% 291
2021
Q1 		$0 Hold
2
– – ﹤0.01% 295
2020
Q4 		$0 Hold
2
– – ﹤0.01% 286
2020
Q3 		$0 Hold
2
– – ﹤0.01% 292
2020
Q2 		$0 Hold
2
– – ﹤0.01% 324
2020
Q1 		$0 Hold
2
– – ﹤0.01% 348
2019
Q4 		$0 Hold
2
– – ﹤0.01% 328
2019
Q3 		$0 Hold
2
– – ﹤0.01% 308
2019
Q2 		$0 Hold
2
– – ﹤0.01% 318
2019
Q1 		$0 Hold
2
– – ﹤0.01% 299
2018
Q4 		$0 Hold
2
– – ﹤0.01% 309
2018
Q3 		$0 Hold
2
– – ﹤0.01% 312
2018
Q2 		$0 Hold
2
– – ﹤0.01% 263
2018
Q1 		$0 Hold
2
– – ﹤0.01% 270
2017
Q4 		$0 Hold
2
– – ﹤0.01% 274
2017
Q3 		$0 Hold
2
– – ﹤0.01% 256
2017
Q2 		$0 Hold
2
– – ﹤0.01% 233
2017
Q1 		$0 Sell
2
-71
-97% -$2.21K ﹤0.01% 245
2016
Q4 		$2K Sell
73
-73
-50% -$2.23K ﹤0.01% 200
2016
Q3 		$5K Buy
+146
New +$4.9K ﹤0.01% 161

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lowe Wealth Advisors's XLRE Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2023, closing a stake of 2 shares — an estimated $75 sold.

Lowe Wealth Advisors first reported a position in XLRE in Q3 2016 and held it in 28 quarters. The position peaked at $5K in Q3 2016. 587 funds tracked by Wall St. Rank hold XLRE as of Q3 2023.

  • Lowe Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Lowe Wealth Advisors sold 2 State Street Real Estate Select Sector SPDR ETF shares in Q3 2023, an estimated $75.
  • Lowe Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 28 quarters.
  • Lowe Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $5K in Q3 2016.
  • 587 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.