Mine & Arao Wealth Creation & Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Mine & Arao Wealth Creation & 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 Q2	–	Sell	-60	Closed	-$2.37K	–	373
2024 Q1	$2.37K	Hold	60	–	–	﹤0.01%	276
2023 Q4	$2.4K	Hold	60	–	–	﹤0.01%	278
2023 Q3	$2.04K	Hold	60	–	–	﹤0.01%	284
2023 Q2	$2.26K	Hold	60	–	–	﹤0.01%	297
2023 Q1	$2.24K	Hold	60	–	–	﹤0.01%	292
2022 Q4	$2.22K	Hold	60	–	–	﹤0.01%	289
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	321
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	309
2022 Q1	$3K	Hold	60	–	–	﹤0.01%	291
2021 Q4	$3K	Hold	60	–	–	﹤0.01%	295
2021 Q3	$3K	Hold	60	–	–	﹤0.01%	266
2021 Q2	$3K	Hold	60	–	–	﹤0.01%	263
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	259
2020 Q4	$2K	Hold	60	–	–	﹤0.01%	259
2020 Q3	$2K	Hold	60	–	–	﹤0.01%	256
2020 Q2	$2K	Hold	60	–	–	﹤0.01%	228
2020 Q1	$2K	Hold	60	–	–	﹤0.01%	222
2019 Q4	$2K	Buy	+60	New	+$2.32K	﹤0.01%	228

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's XLRE Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 60 shares — an estimated $2.37K sold.

Mine & Arao Wealth Creation & Management first reported a position in XLRE in Q4 2019 and held it in 18 quarters. The position peaked at $3K in Q1 2022. 657 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 60 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $2.37K.
Mine & Arao Wealth Creation & Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's State Street Real Estate Select Sector SPDR ETF position peaked at $3K in Q1 2022.
657 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.