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

TKG 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
-84,708
Closed -$3.35M – 110
2024
Q1 		$3.35M Buy
+84,708
New +$3.29M 1.87% 20

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 $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TKG Advisors's XLRE Position: Q2 2024 in Review

TKG Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 84,708 shares — an estimated $3.35M sold.

TKG Advisors first reported a position in XLRE in Q1 2024 and held it in 1 quarter. The position peaked at $3.35M in Q1 2024. 655 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

  • TKG Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • TKG Advisors sold 84,708 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $3.35M.
  • TKG Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and held it in 1 quarter.
  • TKG Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $3.35M in Q1 2024.
  • 655 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on TKG Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.