Ritter Daniher Financial Advisory’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Ritter Daniher Financial Advisory’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	-2,955	Closed	-$132K	–	326
2024 Q3	$132K	Buy	2,955 +2,831	+2,283%	+$119K	0.04%	102
2024 Q2	$4.76K	Buy	+124	New	+$4.67K	﹤0.01%	263
2024 Q1	–	Sell	-60	Closed	-$2.4K	–	347
2023 Q4	$2.4K	Hold	60	–	–	﹤0.01%	302
2023 Q3	$2.04K	Buy	+60	New	+$2.22K	﹤0.01%	308
2021 Q4	–	Sell	-3,465	Closed	-$154K	–	258
2021 Q3	$154K	Hold	3,465	–	–	0.11%	63
2021 Q2	$154K	Buy	+3,465	New	+$149K	0.11%	61

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

Ritter Daniher Financial Advisory's XLRE Position: Q4 2024 in Review

Ritter Daniher Financial Advisory sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 2,955 shares — an estimated $132K sold.

Ritter Daniher Financial Advisory first reported a position in XLRE in Q2 2021 and held it in 6 quarters. The position peaked at $154K in Q3 2021. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

Ritter Daniher Financial Advisory reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 2,955 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $132K.
Ritter Daniher Financial Advisory first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and held it in 6 quarters.
Ritter Daniher Financial Advisory's State Street Real Estate Select Sector SPDR ETF position peaked at $154K in Q3 2021.
763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2024, filed 13 Feb 2025.