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

Tyler-Stone 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 Q3	–	Sell	-2,134	Closed	-$82K	–	961
2024 Q2	$82K	Hold	2,134	–	–	0.03%	312
2024 Q1	$84.4K	Sell	2,134 -125	-6%	-$4.86K	0.04%	297
2023 Q4	$90.5K	Sell	2,259 -270	-11%	-$9.7K	0.05%	277
2023 Q3	$86K	Sell	2,529 -16	-0.6%	-$592	0.05%	269
2023 Q2	$96K	Buy	+2,545	New	+$93.9K	0.05%	256
2022 Q4	$84K	Hold	2,270	–	–	0.06%	260
2022 Q3	$82K	Buy	2,270 +625	+38%	+$26.2K	0.06%	240
2022 Q2	$67K	Buy	1,645 +309	+23%	+$13.8K	0.04%	287
2022 Q1	$65K	Buy	1,336 +328	+33%	+$15.4K	0.04%	307
2021 Q4	$52K	Buy	+1,008	New	+$48.5K	0.03%	351

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

Squarepoint New York $85.1B AUM 20.93% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Tyler-Stone Wealth Management's XLRE Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2024, closing a stake of 2,134 shares — an estimated $82K sold.

Tyler-Stone Wealth Management first reported a position in XLRE in Q4 2021 and held it in 10 quarters. The position peaked at $96K in Q2 2023. 742 funds tracked by Wall St. Rank hold XLRE as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 2,134 State Street Real Estate Select Sector SPDR ETF shares in Q3 2024, an estimated $82K.
Tyler-Stone Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $96K in Q2 2023.
742 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.