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

Sutton 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
2023 Q3	$1.7K	Hold	50	–	–	﹤0.01%	743
2023 Q2	$1.89K	Buy	+50	New	+$1.84K	﹤0.01%	703
2020 Q2	–	Sell	-64	Closed	-$1.98K	–	1293
2020 Q1	$1.98K	Hold	64	–	–	﹤0.01%	1037
2019 Q4	$2.48K	Hold	64	–	–	﹤0.01%	1029
2019 Q3	$2.52K	Hold	64	–	–	﹤0.01%	1030
2019 Q2	$2.35K	Hold	64	–	–	﹤0.01%	1033
2019 Q1	$2.32K	Hold	64	–	–	﹤0.01%	1025
2018 Q4	$1.98K	Buy	+64	New	+$2.07K	﹤0.01%	991

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sutton Wealth Advisors's XLRE Position: Q3 2023 in Review

Sutton Wealth Advisors held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q3 2023 at 50 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Sutton Wealth Advisors first reported a position in XLRE in Q4 2018 and has held it in 8 quarters since. The position peaked at $2.52K in Q3 2019. 588 funds tracked by Wall St. Rank hold XLRE as of Q3 2023.

Sutton Wealth Advisors held 50 shares of State Street Real Estate Select Sector SPDR ETF worth $1.7K as of Q3 2023.
Sutton Wealth Advisors left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q3 2023.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #743 holding.
Sutton Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and has held it in 8 quarters since.
Sutton Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $2.52K in Q3 2019.
588 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.