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

Solano Wealth Management’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 Q2	$2.07M	Buy	53,810 +482	+0.9%	+$18.2K	1.13%	13
2024 Q1	$2.11M	Sell	53,328 -1,755	-3%	-$68.3K	1.18%	13
2023 Q4	$2.21M	Buy	55,083 +1,495	+3%	+$53.7K	1.33%	13
2023 Q3	$1.83M	Buy	53,588 +49	+0.1%	+$1.81K	1.27%	13
2023 Q2	$2.02M	Sell	53,539 -385	-0.7%	-$14.2K	1.37%	11
2023 Q1	$2.02M	Buy	+53,924	New	+$2.07M	1.47%	11

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

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

MIFH

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Solano Wealth Management's XLRE Position: Q2 2024 in Review

Solano Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.9% in Q2 2024, buying an estimated $18.2K and bringing the position to 53,810 shares worth $2.07M. The position accounts for 1.13% of the portfolio, ranked #13.

Solano Wealth Management first reported a position in XLRE in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.21M in Q4 2023. 655 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

Solano Wealth Management held 53,810 shares of State Street Real Estate Select Sector SPDR ETF worth $2.07M as of Q2 2024.
Solano Wealth Management bought 482 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $18.2K.
State Street Real Estate Select Sector SPDR ETF made up 1.13% of Solano Wealth Management's portfolio in Q2 2024, its #13 holding.
Solano Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2023 and has held it in 6 quarters since.
Solano Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $2.21M in Q4 2023.
655 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on Solano Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.