Regal Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Regal Investment 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	-66,894	Closed	-$2.99M	–	521
2024 Q3	$2.99M	Sell	66,894 -110,963	-62%	-$4.68M	0.21%	130
2024 Q2	$6.83M	Buy	+177,857	New	+$6.7M	0.45%	60
2022 Q3	–	Sell	-8,498	Closed	-$347K	–	536
2022 Q2	$347K	Buy	+8,498	New	+$379K	0.04%	347
2016 Q4	–	Sell	-6,559	Closed	-$215K	–	273
2016 Q3	$215K	Buy	+6,559	New	+$220K	0.06%	244

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

Regal Investment Advisors's XLRE Position: Q4 2024 in Review

Regal Investment Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 66,894 shares — an estimated $2.99M sold.

Regal Investment Advisors first reported a position in XLRE in Q3 2016 and held it in 4 quarters. The position peaked at $6.83M in Q2 2024. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

Regal Investment Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Regal Investment Advisors sold 66,894 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $2.99M.
Regal Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 4 quarters.
Regal Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $6.83M in Q2 2024.
763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

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