My Personal CFO LLC’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

My Personal CFO LLC’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
2023 Q4	–	Sell	-10,266	Closed	-$350K	–	93
2023 Q3	$350K	Sell	10,266 -532	-5%	-$19.7K	0.28%	61
2023 Q2	$407K	Buy	+10,798	New	+$398K	0.32%	57
2023 Q1	–	Sell	-2,634	Closed	-$263K	–	852
2022 Q4	$263K	Buy	+2,634	New	+$97.2K	0.24%	58

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

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

CCWM

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

My Personal CFO LLC's XLRE Position: Q4 2023 in Review

My Personal CFO LLC sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2023, closing a stake of 10,266 shares — an estimated $350K sold.

My Personal CFO LLC first reported a position in XLRE in Q4 2022 and held it in 3 quarters. The position peaked at $407K in Q2 2023. 678 funds tracked by Wall St. Rank hold XLRE as of Q4 2023.

My Personal CFO LLC reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
My Personal CFO LLC sold 10,266 State Street Real Estate Select Sector SPDR ETF shares in Q4 2023, an estimated $350K.
My Personal CFO LLC first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
My Personal CFO LLC's State Street Real Estate Select Sector SPDR ETF position peaked at $407K in Q2 2023.
678 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2023.

Based on My Personal CFO LLC's 13F filing for Q4 2023, filed 23 Jan 2024.