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Stone House Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Stone House Investment 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
Q3 		– Sell
-54
Closed -$2.04K – 385
2023
Q2 		$2.04K Buy
+54
New +$1.99K ﹤0.01% 267

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $20.6B AUM 59.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stone House Investment Management's XLRE Position: Q3 2023 in Review

Stone House Investment Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2023, closing a stake of 54 shares — an estimated $2.04K sold.

Stone House Investment Management first reported a position in XLRE in Q2 2023 and held it in 1 quarter. The position peaked at $2.04K in Q2 2023. 588 funds tracked by Wall St. Rank hold XLRE as of Q3 2023.

  • Stone House Investment Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Stone House Investment Management sold 54 State Street Real Estate Select Sector SPDR ETF shares in Q3 2023, an estimated $2.04K.
  • Stone House Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and held it in 1 quarter.
  • Stone House Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $2.04K in Q2 2023.
  • 588 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2023.

Based on Stone House Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.