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

Outlook 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
Q2 		– Sell
-5,399
Closed -$213K – 298
2024
Q1 		$213K Buy
+5,399
New +$210K 0.07% 248

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Outlook Wealth Advisors's XLRE Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 5,399 shares — an estimated $213K sold.

Outlook Wealth Advisors first reported a position in XLRE in Q1 2024 and held it in 1 quarter. The position peaked at $213K in Q1 2024. 655 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

  • Outlook Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 5,399 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $213K.
  • Outlook Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and held it in 1 quarter.
  • Outlook Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $213K in Q1 2024.
  • 655 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.