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

Marcum Wealth’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
-7,501
Closed -$335K – 435
2024
Q3 		$335K Buy
+7,501
New +$316K 0.03% 260

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

Marcum Wealth's XLRE Position: Q4 2024 in Review

Marcum Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 7,501 shares — an estimated $335K sold.

Marcum Wealth first reported a position in XLRE in Q3 2024 and held it in 1 quarter. The position peaked at $335K in Q3 2024. 764 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • Marcum Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Marcum Wealth sold 7,501 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $335K.
  • Marcum Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Marcum Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $335K 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 Marcum Wealth's 13F filing for Q4 2024, filed 13 Jan 2025.