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

Private Portfolio 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 Q4	$235K	Buy	5,767 +11	+0.2%	+$476	0.04%	269
2024 Q3	$257K	Sell	5,756 -64	-1%	-$2.7K	0.05%	250
2024 Q2	$224K	Sell	5,820 -4,609	-44%	-$174K	0.18%	79
2024 Q1	$412K	Sell	10,429 -1,206	-10%	-$46.9K	0.09%	172
2023 Q4	$466K	Sell	11,635 -19	-0.2%	-$682	0.11%	150
2023 Q3	$397K	Buy	+11,654	New	+$431K	0.1%	160

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

Private Portfolio Partners's XLRE Position: Q4 2024 in Review

Private Portfolio Partners increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.19% in Q4 2024, buying an estimated $476 and bringing the position to 5,767 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #269.

Private Portfolio Partners first reported a position in XLRE in Q3 2023 and has held it in 6 quarters since. The position peaked at $466K in Q4 2023. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

Private Portfolio Partners held 5,767 shares of State Street Real Estate Select Sector SPDR ETF worth $235K as of Q4 2024.
Private Portfolio Partners bought 11 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $476.
State Street Real Estate Select Sector SPDR ETF made up 0.04% of Private Portfolio Partners's portfolio in Q4 2024, its #269 holding.
Private Portfolio Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and has held it in 6 quarters since.
Private Portfolio Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $466K in Q4 2023.
763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.