Teamwork Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Teamwork Financial 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
2024 Q2	–	Sell	-11,699	Closed	-$462K	–	192
2024 Q1	$462K	Sell	11,699 -4,133	-26%	-$161K	0.07%	112
2023 Q4	$634K	Buy	+15,832	New	+$569K	0.11%	90
2022 Q3	–	Sell	-65,004	Closed	-$2.66M	–	234
2022 Q2	$2.66M	Buy	+65,004	New	+$2.9M	0.58%	34

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Teamwork Financial Advisors's XLRE Position: Q2 2024 in Review

Teamwork Financial Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 11,699 shares — an estimated $462K sold.

Teamwork Financial Advisors first reported a position in XLRE in Q2 2022 and held it in 3 quarters. The position peaked at $2.66M in Q2 2022. 655 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

Teamwork Financial Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Teamwork Financial Advisors sold 11,699 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $462K.
Teamwork Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and held it in 3 quarters.
Teamwork Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $2.66M in Q2 2022.
655 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on Teamwork Financial Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.