Sage Mountain Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Sage Mountain 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
2023 Q4	–	Sell	-308	Closed	-$10.5K	–	377
2023 Q3	$10.5K	Buy	+308	New	+$11.4K	﹤0.01%	329
2023 Q1	–	Sell	-865	Closed	-$31.9K	–	344
2022 Q4	$31.9K	Buy	+865	New	+$31.9K	0.01%	242
2021 Q1	–	Sell	-16	Closed	-$1K	–	471
2020 Q4	$1K	Buy	+16	New	+$580	﹤0.01%	268

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sage Mountain Advisors's XLRE Position: Q4 2023 in Review

Sage Mountain Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2023, closing a stake of 308 shares — an estimated $10.5K sold.

Sage Mountain Advisors first reported a position in XLRE in Q4 2020 and held it in 3 quarters. The position peaked at $31.9K in Q4 2022. 678 funds tracked by Wall St. Rank hold XLRE as of Q4 2023.

Sage Mountain Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Sage Mountain Advisors sold 308 State Street Real Estate Select Sector SPDR ETF shares in Q4 2023, an estimated $10.5K.
Sage Mountain Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and held it in 3 quarters.
Sage Mountain Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $31.9K in Q4 2022.
678 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2023.

Based on Sage Mountain Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.