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River Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

River Wealth 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
-6,913
Closed -$309K – 221
2024
Q3 		$309K Sell
6,913
-3,679
-35% -$155K 0.04% 175
2024
Q2 		$407K Sell
10,592
-4,377
-29% -$165K 0.06% 150
2024
Q1 		$592K Sell
14,969
-5,400
-27% -$210K 0.09% 132
2023
Q4 		$816K Sell
20,369
-2,959
-13% -$106K 0.13% 120
2023
Q3 		$795K Sell
23,328
-3,695
-14% -$137K 0.14% 118
2023
Q2 		$1.02M Sell
27,023
-1,684
-6% -$62.1K 0.17% 117
2023
Q1 		$1.07M Buy
28,707
+614
+2% +$23.6K 0.2% 109
2022
Q4 		$1.04M Buy
28,093
+1,402
+5% +$51.7K 0.2% 111
2022
Q3 		$961K Buy
26,691
+1,280
+5% +$53.6K 0.21% 108
2022
Q2 		$1.04M Buy
25,411
+191
+0.8% +$8.52K 0.19% 112
2022
Q1 		$1.22M Buy
25,220
+632
+3% +$29.6K 0.19% 106
2021
Q4 		$1.27M Buy
24,588
+430
+2% +$20.7K 0.2% 105
2021
Q3 		$1.07M Buy
24,158
+1,589
+7% +$73.8K 0.18% 106
2021
Q2 		$1M Buy
22,569
+982
+5% +$42.1K 0.18% 111
2021
Q1 		$852K Buy
21,587
+2,022
+10% +$76K 0.16% 116
2020
Q4 		$715K Buy
19,565
+3,209
+20% +$116K 0.15% 120
2020
Q3 		$577K Buy
+16,356
New +$583K 0.15% 124
2019
Q1 		– Sell
-1,050
Closed -$33K – 520
2018
Q4 		$33K Hold
1,050
– – 0.01% 289
2018
Q3 		$34K Buy
1,050
+243
+30% +$8.06K 0.01% 328
2018
Q2 		$26K Buy
+807
New +$25.2K 0.01% 334

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
BNP Paribas Financial Markets
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

River Wealth Advisors's XLRE Position: Q4 2024 in Review

River Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 6,913 shares — an estimated $309K sold.

River Wealth Advisors first reported a position in XLRE in Q2 2018 and held it in 20 quarters. The position peaked at $1.27M in Q4 2021. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • River Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • River Wealth Advisors sold 6,913 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $309K.
  • River Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and held it in 20 quarters.
  • River Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.27M in Q4 2021.
  • 763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

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