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Portfolio Strategies’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Portfolio Strategies’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
-10,009
Closed -$396K – 142
2024
Q1 		$396K Buy
+10,009
New +$389K 0.03% 98
2019
Q4 		– Sell
-312,253
Closed -$12.3M – 63
2019
Q3 		$12.3M Buy
+312,253
New +$12M 6.29% 3
2018
Q4 		– Sell
-163
Closed -$5K – 208
2018
Q3 		$5K Hold
163
– – ﹤0.01% 185
2018
Q2 		$5K Buy
163
+139
+579% +$4.35K ﹤0.01% 195
2018
Q1 		$1K Hold
24
– – ﹤0.01% 233
2017
Q4 		$1K Buy
+24
New +$792 ﹤0.01% 240

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