WCFA
XLRE icon

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

Walkner Condon 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
Q4 		– Sell
-5,322
Closed -$238K – 296
2024
Q3 		$238K Sell
5,322
-2,229
-30% -$93.9K 0.05% 244
2024
Q2 		$290K Sell
7,551
-4,586
-38% -$173K 0.06% 205
2024
Q1 		$480K Sell
12,137
-5,939
-33% -$231K 0.1% 159
2023
Q4 		$724K Sell
18,076
-8,090
-31% -$291K 0.16% 116
2023
Q3 		$891K Sell
26,166
-2,973
-10% -$110K 0.24% 92
2023
Q2 		$1.1M Sell
29,139
-4,605
-14% -$170K 0.29% 77
2023
Q1 		$1.26M Sell
33,744
-483
-1% -$18.5K 0.35% 64
2022
Q4 		$1.26M Sell
34,227
-2,514
-7% -$92.8K 0.38% 60
2022
Q3 		$1.32M Buy
36,741
+1,440
+4% +$60.3K 0.43% 54
2022
Q2 		$1.44M Buy
35,301
+3,766
+12% +$168K 0.45% 55
2022
Q1 		$1.52M Buy
31,535
+3,276
+12% +$154K 0.43% 54
2021
Q4 		$1.46M Buy
28,259
+12,426
+78% +$598K 0.95% 30
2021
Q3 		$705K Buy
+15,833
New +$736K 0.35% 62

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Walkner Condon Financial Advisors's XLRE Position: Q4 2024 in Review

Walkner Condon Financial Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 5,322 shares — an estimated $238K sold.

Walkner Condon Financial Advisors first reported a position in XLRE in Q3 2021 and held it in 13 quarters. The position peaked at $1.52M in Q1 2022. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • Walkner Condon Financial Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 5,322 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $238K.
  • Walkner Condon Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and held it in 13 quarters.
  • Walkner Condon Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.52M in Q1 2022.
  • 763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Walkner Condon Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.