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

Primoris 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 Q4	–	Sell	-37,600	Closed	-$1.68M	–	111
2024 Q3	$1.68M	Buy	+37,600	New	+$1.58M	1.22%	28
2022 Q3	–	Sell	-7,250	Closed	-$296K	–	81
2022 Q2	$296K	Buy	+7,250	New	+$323K	0.43%	54

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Primoris Wealth Advisors's XLRE Position: Q4 2024 in Review

Primoris Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 37,600 shares — an estimated $1.68M sold.

Primoris Wealth Advisors first reported a position in XLRE in Q2 2022 and held it in 2 quarters. The position peaked at $1.68M in Q3 2024. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

Primoris Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Primoris Wealth Advisors sold 37,600 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $1.68M.
Primoris Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
Primoris Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.68M in Q3 2024.
763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Primoris Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.