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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

HIIFS

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

TAP Consulting's XLRE Position: Q4 2024 in Review

TAP Consulting reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 6.5% in Q4 2024, selling an estimated $130K and leaving 42,872 shares worth $1.74M. The position accounts for 0.36% of the portfolio, ranked #79.

TAP Consulting first reported a position in XLRE in Q3 2021 and has held it in 7 quarters since. The position peaked at $3.22M in Q4 2021. 765 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

TAP Consulting held 42,872 shares of State Street Real Estate Select Sector SPDR ETF worth $1.74M as of Q4 2024.
TAP Consulting sold 3,001 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $130K.
State Street Real Estate Select Sector SPDR ETF made up 0.36% of TAP Consulting's portfolio in Q4 2024, its #79 holding.
TAP Consulting first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and has held it in 7 quarters since.
TAP Consulting's State Street Real Estate Select Sector SPDR ETF position peaked at $3.22M in Q4 2021.
765 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.