Relative Value Partners Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Relative Value Partners Group’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	$737K	Buy	+19,192	New	+$723K	0.1%	176

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Relative Value Partners Group's XLRE Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024: 19,192 shares worth $737K. The stake represents 0.1% of the portfolio and ranks #176 among its holdings.

656 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

Relative Value Partners Group held 19,192 shares of State Street Real Estate Select Sector SPDR ETF worth $737K as of Q2 2024.
State Street Real Estate Select Sector SPDR ETF was a new Relative Value Partners Group position in Q2 2024.
State Street Real Estate Select Sector SPDR ETF made up 0.1% of Relative Value Partners Group's portfolio in Q2 2024, its #176 holding.
656 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.