Lunt Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Lunt Capital 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	-26,952	Closed	-$1.2M	–	95
2024 Q3	$1.2M	Buy	+26,952	New	+$1.14M	0.56%	38
2024 Q1	–	Sell	-26,533	Closed	-$1.06M	–	93
2023 Q4	$1.06M	Buy	+26,533	New	+$953K	0.55%	41
2023 Q3	–	Sell	-14,305	Closed	-$539K	–	86
2023 Q2	$539K	Buy	+14,305	New	+$528K	0.29%	53

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

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 $20.6B AUM 59.59% 1-Year Est. Return

Lunt Capital Management's XLRE Position: Q4 2024 in Review

Lunt Capital Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 26,952 shares — an estimated $1.2M sold.

Lunt Capital Management first reported a position in XLRE in Q2 2023 and held it in 3 quarters. The position peaked at $1.2M in Q3 2024. 764 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

Lunt Capital Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Lunt Capital Management sold 26,952 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $1.2M.
Lunt Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and held it in 3 quarters.
Lunt Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $1.2M in Q3 2024.
764 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Lunt Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.