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TAP Consulting’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

TAP Consulting’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 		$1.74M Sell
42,872
-3,001
-7% -$130K 0.36% 79
2024
Q3 		$2.05M Sell
45,873
-977
-2% -$41.2K 0.4% 71
2024
Q2 		$1.8M Buy
46,850
+5,038
+12% +$190K 0.38% 78
2024
Q1 		$1.65M Buy
+41,812
New +$1.63M 0.36% 83
2022
Q2 		– Sell
-64,678
Closed -$3.13M – 151
2022
Q1 		$3.13M Buy
64,678
+2,579
+4% +$121K 0.82% 39
2021
Q4 		$3.22M Sell
62,099
-447
-0.7% -$21.5K 0.73% 41
2021
Q3 		$2.78M Buy
+62,546
New +$2.91M 0.75% 44

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $152B 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