SWA
XLRE icon

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

Strata Wealth Advisors’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
Q4 		– Sell
-6,400
Closed -$286K – 82
2024
Q3 		$286K Buy
+6,400
New +$270K 0.09% 61

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Strata Wealth Advisors's XLRE Position: Q4 2024 in Review

Strata Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 6,400 shares — an estimated $286K sold.

Strata Wealth Advisors first reported a position in XLRE in Q3 2024 and held it in 1 quarter. The position peaked at $286K in Q3 2024. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • Strata Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Strata Wealth Advisors sold 6,400 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $286K.
  • Strata Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Strata Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $286K in Q3 2024.
  • 763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Strata Wealth Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.