Tradition Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-1,344	Closed	-$54K	–	1208
2023 Q4	$54K	Hold	1,344	–	–	0.01%	610
2023 Q3	$46K	Buy	1,344 +50	+4%	+$1.85K	0.01%	629
2023 Q2	$49K	Hold	1,294	–	–	0.01%	630
2023 Q1	$48K	Hold	1,294	–	–	0.01%	617
2022 Q4	$48K	Hold	1,294	–	–	0.01%	539
2022 Q3	$47K	Hold	1,294	–	–	0.01%	526
2022 Q2	$53K	Hold	1,294	–	–	0.01%	448
2022 Q1	$63K	Hold	1,294	–	–	0.01%	461
2021 Q4	$67K	Hold	1,294	–	–	0.01%	470
2021 Q3	$58K	Hold	1,294	–	–	0.01%	473
2021 Q2	$57K	Sell	1,294 -62	-5%	-$2.66K	0.01%	500
2021 Q1	$54K	Hold	1,356	–	–	0.01%	421
2020 Q4	$50K	Buy	+1,356	New	+$49.2K	0.01%	416

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 $14.7B AUM 47% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Tradition Wealth Management's XLRE Position: Q1 2024 in Review

Tradition Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2024, closing a stake of 1,344 shares — an estimated $54K sold.

Tradition Wealth Management first reported a position in XLRE in Q4 2020 and held it in 13 quarters. The position peaked at $67K in Q4 2021. 683 funds tracked by Wall St. Rank hold XLRE as of Q1 2024.

Tradition Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,344 State Street Real Estate Select Sector SPDR ETF shares in Q1 2024, an estimated $54K.
Tradition Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $67K in Q4 2021.
683 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.