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Peterson Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Peterson Financial Group’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
Q3 		$5.97K Buy
+134
New +$5.65K 0.02% 270

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
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 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 $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Peterson Financial Group's XLRE Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2024: 134 shares worth $5.97K. The stake represents 0.02% of the portfolio and ranks #270 among its holdings.

742 funds tracked by Wall St. Rank hold XLRE as of Q3 2024.

  • Peterson Financial Group held 134 shares of State Street Real Estate Select Sector SPDR ETF worth $5.97K as of Q3 2024.
  • State Street Real Estate Select Sector SPDR ETF was a new Peterson Financial Group position in Q3 2024.
  • State Street Real Estate Select Sector SPDR ETF made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #270 holding.
  • 742 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.