PFS Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

PFS Partners’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	–	Sell	-78	Closed	-$3.02K	–	462
2024 Q2	$3.02K	Hold	78	–	–	﹤0.01%	367
2024 Q1	$3.07K	Buy	78 +1	+1%	+$39	﹤0.01%	394
2023 Q4	$3.09K	Buy	77 +1	+1%	+$36	﹤0.01%	385
2023 Q3	$2.6K	Hold	76	–	–	﹤0.01%	389
2023 Q2	$2.85K	Buy	+76	New	+$2.8K	﹤0.01%	403

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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

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

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

PFS Partners's XLRE Position: Q3 2024 in Review

PFS Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2024, closing a stake of 78 shares — an estimated $3.02K sold.

PFS Partners first reported a position in XLRE in Q2 2023 and held it in 5 quarters. The position peaked at $3.09K in Q4 2023. 742 funds tracked by Wall St. Rank hold XLRE as of Q3 2024.

PFS Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
PFS Partners sold 78 State Street Real Estate Select Sector SPDR ETF shares in Q3 2024, an estimated $3.02K.
PFS Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and held it in 5 quarters.
PFS Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $3.09K in Q4 2023.
742 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2024.

Based on PFS Partners's 13F filing for Q3 2024, filed 1 Nov 2024.