WR Wealth Planners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

WR Wealth Planners’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	$1.5K	Hold	37	–	–	﹤0.01%	888
2024 Q3	$1.65K	Hold	37	–	–	﹤0.01%	928
2024 Q2	$1.42K	Hold	37	–	–	﹤0.01%	928
2024 Q1	$1.46K	Buy	+37	New	+$1.44K	﹤0.01%	920
2023 Q4	–	Sell	-427	Closed	-$14.5K	–	877
2023 Q3	$14.5K	Hold	427	–	–	0.01%	482
2023 Q2	$16.1K	Buy	427 +357	+510%	+$13.2K	0.01%	471
2023 Q1	$2.62K	Buy	+70	New	+$2.69K	﹤0.01%	749

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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 $20.6B AUM 59.59% 1-Year Est. Return

WR Wealth Planners's XLRE Position: Q4 2024 in Review

WR Wealth Planners held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q4 2024 at 37 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

WR Wealth Planners first reported a position in XLRE in Q1 2023 and has held it in 7 quarters since. The position peaked at $16.1K in Q2 2023. 764 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

WR Wealth Planners held 37 shares of State Street Real Estate Select Sector SPDR ETF worth $1.5K as of Q4 2024.
WR Wealth Planners left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #888 holding.
WR Wealth Planners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's State Street Real Estate Select Sector SPDR ETF position peaked at $16.1K in Q2 2023.
764 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.