Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MWA
MFA Wealth Advisors’s
State Street Real Estate Select Sector SPDR ETF
XLRE
Stock Holding History
MFA Wealth Advisors’s Portfolio
XLRE Stock Details
XLRE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-72
Closed
-$3.22K
–
404
2024
Q3
$3.22K
Hold
72
–
–
﹤0.01%
412
2024
Q2
$2.77K
Buy
+72
New
+$2.71K
﹤0.01%
433
2023
Q3
–
Sell
-29,741
Closed
-$1.12M
–
80
2023
Q2
$1.12M
Buy
29,741
+3,068
+12%
+$113K
0.35%
39
2023
Q1
$997K
Buy
26,673
+1,023
+4%
+$39.3K
0.33%
37
2022
Q4
$947K
Buy
25,650
+1,638
+7%
+$60.5K
0.34%
35
2022
Q3
$865K
Buy
24,012
+197
+0.8%
+$8.25K
0.32%
37
2022
Q2
$973K
Sell
23,815
-3,620
-13%
-$161K
0.36%
38
2022
Q1
$1.32M
Sell
27,435
-67
-0.2%
-$3.14K
0.42%
39
2021
Q4
$1.43M
Buy
27,502
+211
+0.8%
+$10.2K
0.6%
31
2021
Q3
$1.21M
Sell
27,291
-3,888
-12%
-$181K
0.56%
33
2021
Q2
$1.38M
Sell
31,179
-1,246
-4%
-$53.4K
0.62%
31
2021
Q1
$1.26M
Buy
+32,425
New
+$1.22M
0.61%
32
2020
Q3
–
Sell
-114,620
Closed
-$3.99M
–
237
2020
Q2
$3.99M
Buy
114,620
+103,824
+962%
+$3.51M
2.58%
16
2020
Q1
$329K
Sell
10,796
-100,293
-90%
-$3.75M
0.32%
40
2019
Q4
$4.29M
Buy
+111,089
New
+$4.3M
3.12%
13
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
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
Paris, France
$152B 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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close