Simplicity Solutions’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Simplicity Solutions’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	$1.04M	Buy	25,948 +14,680	+130%	+$527K	0.03%	431
2023 Q3	$384K	Buy	11,268 +4,825	+75%	+$179K	0.01%	676
2023 Q2	$243K	Buy	+6,443	New	+$238K	0.01%	905
2021 Q1	–	Sell	-127,746	Closed	-$4.67M	–	1002
2020 Q4	$4.67M	Buy	127,746 +8,660	+7%	+$314K	0.07%	239
2020 Q3	$4.2M	Buy	119,086 +180	+0.2%	+$6.42K	0.08%	215
2020 Q2	$4.14M	Buy	118,906 +12,187	+11%	+$412K	0.08%	198
2020 Q1	$3.31M	Buy	106,719 +30,815	+41%	+$1.15M	0.1%	168
2019 Q4	$2.94M	Buy	75,904 +68,239	+890%	+$2.64M	0.09%	188
2019 Q3	$302K	Buy	+7,665	New	+$294K	0.01%	543
2019 Q1	–	Sell	-6,621	Closed	-$205K	–	811
2018 Q4	$205K	Buy	+6,621	New	+$215K	0.03%	562

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

Simplicity Solutions's XLRE Position: Q4 2023 in Review

Simplicity Solutions increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 130% in Q4 2023, buying an estimated $527K and bringing the position to 25,948 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #431.

Simplicity Solutions first reported a position in XLRE in Q4 2018 and has held it in 10 quarters since. The position peaked at $4.67M in Q4 2020. 678 funds tracked by Wall St. Rank hold XLRE as of Q4 2023.

Simplicity Solutions held 25,948 shares of State Street Real Estate Select Sector SPDR ETF worth $1.04M as of Q4 2023.
Simplicity Solutions bought 14,680 State Street Real Estate Select Sector SPDR ETF shares in Q4 2023, an estimated $527K.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #431 holding.
Simplicity Solutions first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and has held it in 10 quarters since.
Simplicity Solutions's State Street Real Estate Select Sector SPDR ETF position peaked at $4.67M in Q4 2020.
678 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.