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Private Capital Management (Colorado)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Private Capital Management (Colorado)’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
-34
Closed -$1.31K – 305
2024
Q2 		$1.31K Hold
34
– – ﹤0.01% 239
2024
Q1 		$1.34K Buy
+34
New +$1.32K ﹤0.01% 251

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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
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

Private Capital Management (Colorado)'s XLRE Position: Q3 2024 in Review

Private Capital Management (Colorado) sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2024, closing a stake of 34 shares — an estimated $1.31K sold.

Private Capital Management (Colorado) first reported a position in XLRE in Q1 2024 and held it in 2 quarters. The position peaked at $1.34K in Q1 2024. 742 funds tracked by Wall St. Rank hold XLRE as of Q3 2024.

  • Private Capital Management (Colorado) reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 34 State Street Real Estate Select Sector SPDR ETF shares in Q3 2024, an estimated $1.31K.
  • Private Capital Management (Colorado) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and held it in 2 quarters.
  • Private Capital Management (Colorado)'s State Street Real Estate Select Sector SPDR ETF position peaked at $1.34K in Q1 2024.
  • 742 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q3 2024, filed 14 Nov 2024.