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

Sugarloaf 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
Q4 		– Sell
-118
Closed -$5.27K – 718
2024
Q3 		$5.27K Buy
+118
New +$4.97K ﹤0.01% 561

Other funds holding XLRE

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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

Sugarloaf Wealth Management's XLRE Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 118 shares — an estimated $5.27K sold.

Sugarloaf Wealth Management first reported a position in XLRE in Q3 2024 and held it in 1 quarter. The position peaked at $5.27K in Q3 2024. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • Sugarloaf Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 118 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $5.27K.
  • Sugarloaf Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Sugarloaf Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $5.27K 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 Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.