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

Wealth Management Associates’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
2021
Q3 		– Sell
-17,521
Closed -$777K – 202
2021
Q2 		$777K Buy
17,521
+130
+0.7% +$5.57K 0.44% 58
2021
Q1 		$687K Buy
+17,391
New +$654K 0.44% 56

Other funds holding XLRE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Management Associates's XLRE Position: Q3 2021 in Review

Wealth Management Associates sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2021, closing a stake of 17,521 shares — an estimated $777K sold.

Wealth Management Associates first reported a position in XLRE in Q1 2021 and held it in 2 quarters. The position peaked at $777K in Q2 2021. 543 funds tracked by Wall St. Rank hold XLRE as of Q3 2021.

  • Wealth Management Associates reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • Wealth Management Associates sold 17,521 State Street Real Estate Select Sector SPDR ETF shares in Q3 2021, an estimated $777K.
  • Wealth Management Associates first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and held it in 2 quarters.
  • Wealth Management Associates's State Street Real Estate Select Sector SPDR ETF position peaked at $777K in Q2 2021.
  • 543 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2021.

Based on Wealth Management Associates's 13F filing for Q3 2021, filed 28 May 2025.