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

Stratos 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	-4,774	Closed	-$213K	–	780
2024 Q3	$213K	Buy	+4,774	New	+$201K	0.01%	692
2022 Q1	–	Sell	-61,494	Closed	-$3.19M	–	587
2021 Q4	$3.19M	Buy	61,494 +6,903	+13%	+$332K	0.23%	127
2021 Q3	$2.43M	Sell	54,591 -5,223	-9%	-$243K	0.21%	134
2021 Q2	$2.65M	Buy	+59,814	New	+$2.56M	0.23%	116
2020 Q2	–	Sell	-807	Closed	-$25K	–	380
2020 Q1	$25K	Buy	+807	New	+$30.1K	0.02%	209

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

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

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

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

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

Stratos Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 4,774 shares — an estimated $213K sold.

Stratos Wealth Advisors first reported a position in XLRE in Q1 2020 and held it in 5 quarters. The position peaked at $3.19M in Q4 2021. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

Stratos Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 4,774 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $213K.
Stratos Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and held it in 5 quarters.
Stratos Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $3.19M in Q4 2021.
763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.