SXL
XLRE icon

Summit X LLC’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Summit X LLC’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
Q2 		– Sell
-14,748
Closed -$583K – 242
2024
Q1 		$583K Buy
+14,748
New +$574K 0.15% 107

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit X LLC's XLRE Position: Q2 2024 in Review

Summit X LLC sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 14,748 shares — an estimated $583K sold.

Summit X LLC first reported a position in XLRE in Q1 2024 and held it in 1 quarter. The position peaked at $583K in Q1 2024. 656 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

  • Summit X LLC reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Summit X LLC sold 14,748 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $583K.
  • Summit X LLC first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and held it in 1 quarter.
  • Summit X LLC's State Street Real Estate Select Sector SPDR ETF position peaked at $583K in Q1 2024.
  • 656 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on Summit X LLC's 13F filing for Q2 2024, filed 13 Aug 2024.