RWA Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

RWA Wealth Partners’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	-24,854	Closed	-$1.11M	–	599
2024 Q3	$1.11M	Buy	+24,854	New	+$1.05M	0.01%	313
2022 Q1	–	Sell	-26,511	Closed	-$1.37M	–	277
2021 Q4	$1.37M	Buy	26,511 +2,816	+12%	+$135K	0.09%	116
2021 Q3	$1.05M	Buy	23,695 +647	+3%	+$30.1K	0.08%	121
2021 Q2	$1.02M	Buy	+23,048	New	+$988K	0.08%	123
2018 Q3	–	Sell	-52	Closed	-$2K	–	711
2018 Q2	$2K	Buy	+52	New	+$1.63K	﹤0.01%	759

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

RWA Wealth Partners's XLRE Position: Q4 2024 in Review

RWA Wealth Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 24,854 shares — an estimated $1.11M sold.

RWA Wealth Partners first reported a position in XLRE in Q2 2018 and held it in 5 quarters. The position peaked at $1.37M in Q4 2021. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

RWA Wealth Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
RWA Wealth Partners sold 24,854 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $1.11M.
RWA Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and held it in 5 quarters.
RWA Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $1.37M 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 RWA Wealth Partners's 13F filing for Q4 2024, filed 12 Feb 2025.