Ameritas Investment Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Ameritas Investment Partners’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
2023 Q3	–	Sell	-101	Closed	-$3.81K	–	3126
2023 Q2	$3.81K	Buy	+101	New	+$3.73K	﹤0.01%	3058
2021 Q3	–	Sell	-26	Closed	-$1K	–	3091
2021 Q2	$1K	Buy	+26	New	+$1.11K	﹤0.01%	3040
2016 Q4	–	Sell	-308	Closed	-$10K	–	1277
2016 Q3	$10K	Buy	+308	New	+$10.3K	﹤0.01%	1193

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameritas Investment Partners's XLRE Position: Q3 2023 in Review

Ameritas Investment Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2023, closing a stake of 101 shares — an estimated $3.81K sold.

Ameritas Investment Partners first reported a position in XLRE in Q3 2016 and held it in 3 quarters. The position peaked at $10K in Q3 2016. 588 funds tracked by Wall St. Rank hold XLRE as of Q3 2023.

Ameritas Investment Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Ameritas Investment Partners sold 101 State Street Real Estate Select Sector SPDR ETF shares in Q3 2023, an estimated $3.81K.
Ameritas Investment Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 3 quarters.
Ameritas Investment Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $10K in Q3 2016.
588 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2023.

Based on Ameritas Investment Partners's 13F filing for Q3 2023, filed 13 Nov 2023.