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Roman Butler Fullerton & Co’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Roman Butler Fullerton & Co’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
-14,100
Closed -$624K – 274
2024
Q3 		$624K Buy
+14,100
New +$594K 0.19% 123

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

Roman Butler Fullerton & Co's XLRE Position: Q4 2024 in Review

Roman Butler Fullerton & Co sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 14,100 shares — an estimated $624K sold.

Roman Butler Fullerton & Co first reported a position in XLRE in Q3 2024 and held it in 1 quarter. The position peaked at $624K in Q3 2024. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • Roman Butler Fullerton & Co reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 14,100 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $624K.
  • Roman Butler Fullerton & Co first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's State Street Real Estate Select Sector SPDR ETF position peaked at $624K in Q3 2024.
  • 763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Roman Butler Fullerton & Co's 13F filing for Q4 2024, filed 30 Jan 2025.