MWA
XLRE icon

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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-72
Closed -$3.22K – 398
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

MFA Wealth Advisors's XLRE Position: Q4 2024 in Review

MFA Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 72 shares — an estimated $3.22K sold.

MFA Wealth Advisors first reported a position in XLRE in Q4 2019 and held it in 15 quarters. The position peaked at $4.29M in Q4 2019. 765 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • MFA Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 72 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $3.22K.
  • MFA Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 15 quarters.
  • MFA Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $4.29M in Q4 2019.
  • 765 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.