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

VitalStone Financial’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 		$105K Buy
2,343
+962
+70% +$40.5K 0.07% 139
2024
Q2 		$53K Buy
+1,381
New +$52K 0.04% 167

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
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 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 $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
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

VitalStone Financial's XLRE Position: Q3 2024 in Review

VitalStone Financial increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 70% in Q3 2024, buying an estimated $40.5K and bringing the position to 2,343 shares worth $105K. The position accounts for 0.07% of the portfolio, ranked #139.

VitalStone Financial first reported a position in XLRE in Q2 2024 and has held it in 2 quarters since. 742 funds tracked by Wall St. Rank hold XLRE as of Q3 2024.

  • VitalStone Financial held 2,343 shares of State Street Real Estate Select Sector SPDR ETF worth $105K as of Q3 2024.
  • VitalStone Financial bought 962 State Street Real Estate Select Sector SPDR ETF shares in Q3 2024, an estimated $40.5K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.07% of VitalStone Financial's portfolio in Q3 2024, its #139 holding.
  • VitalStone Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2024 and has held it in 2 quarters since.
  • 742 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.