SPWM
XLRE icon

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

Spartan Planning & 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
2023
Q4 		$20K Buy
500
+495
+9,900% +$17.8K 0.02% 162
2023
Q3 		$170 Buy
+5
New +$185 ﹤0.01% 154
2022
Q4 		$185 Hold
5
– – ﹤0.01% 154
2022
Q3 		$0 Hold
5
– – ﹤0.01% 124
2022
Q2 		$0 Hold
5
– – ﹤0.01% 163
2022
Q1 		$0 Buy
+5
New +$234 ﹤0.01% 142

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
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)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spartan Planning & Wealth Management's XLRE Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 9,900% in Q4 2023, buying an estimated $17.8K and bringing the position to 500 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #162.

Spartan Planning & Wealth Management first reported a position in XLRE in Q1 2022 and has held it in 6 quarters since. 678 funds tracked by Wall St. Rank hold XLRE as of Q4 2023.

  • Spartan Planning & Wealth Management held 500 shares of State Street Real Estate Select Sector SPDR ETF worth $20K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 495 State Street Real Estate Select Sector SPDR ETF shares in Q4 2023, an estimated $17.8K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.02% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #162 holding.
  • Spartan Planning & Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 6 quarters since.
  • 678 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.