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

Simplicity Wealth’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
Q3 		– Sell
-26,763
Closed -$1.03M – 1238
2024
Q2 		$1.03M Buy
26,763
+111
+0.4% +$4.18K 0.02% 519
2024
Q1 		$1.05M Buy
+26,652
New +$1.04M 0.03% 502

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
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Simplicity Wealth's XLRE Position: Q3 2024 in Review

Simplicity Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2024, closing a stake of 26,763 shares — an estimated $1.03M sold.

Simplicity Wealth first reported a position in XLRE in Q1 2024 and held it in 2 quarters. The position peaked at $1.05M in Q1 2024. 742 funds tracked by Wall St. Rank hold XLRE as of Q3 2024.

  • Simplicity Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 26,763 State Street Real Estate Select Sector SPDR ETF shares in Q3 2024, an estimated $1.03M.
  • Simplicity Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $1.05M in Q1 2024.
  • 742 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.