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Wetzel Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-362
Closed -$14.3K – 911
2024
Q2 		$14.3K Hold
362
– – 0.01% 402
2024
Q1 		$12.9K Hold
362
– – 0.01% 474
2023
Q4 		$15K Buy
+362
New +$13K 0.01% 436

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 $14.7B AUM 47% 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

Wetzel Investment Advisors's XLRE Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2024, closing a stake of 362 shares — an estimated $14.3K sold.

Wetzel Investment Advisors first reported a position in XLRE in Q4 2023 and held it in 3 quarters. The position peaked at $15K in Q4 2023. 742 funds tracked by Wall St. Rank hold XLRE as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 362 State Street Real Estate Select Sector SPDR ETF shares in Q3 2024, an estimated $14.3K.
  • Wetzel Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $15K in Q4 2023.
  • 742 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.