Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BAM
Bellevue Asset Management’s
State Street Real Estate Select Sector SPDR ETF
XLRE
Stock Holding History
Bellevue Asset Management’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
2025
Q3
–
Sell
-139
Closed
-$5.76K
–
502
2025
Q2
$5.76K
Hold
139
–
–
﹤0.01%
326
2025
Q1
$5.82K
Hold
139
–
–
﹤0.01%
314
2024
Q4
$5.65K
Hold
139
–
–
﹤0.01%
330
2024
Q3
$6.21K
Hold
139
–
–
﹤0.01%
302
2024
Q2
$5.34K
Hold
139
–
–
﹤0.01%
311
2024
Q1
$5.5K
Hold
139
–
–
﹤0.01%
304
2023
Q4
$5.57K
Hold
139
–
–
﹤0.01%
292
2023
Q3
$4.74K
Hold
139
–
–
﹤0.01%
296
2023
Q2
$5.24K
Hold
139
–
–
﹤0.01%
302
2023
Q1
$5.2K
Hold
139
–
–
﹤0.01%
309
2022
Q4
$5.09K
Hold
139
–
–
﹤0.01%
310
2022
Q3
$5K
Hold
139
–
–
﹤0.01%
317
2022
Q2
$6K
Hold
139
–
–
﹤0.01%
317
2022
Q1
$7K
Hold
139
–
–
﹤0.01%
333
2021
Q4
$7K
Hold
139
–
–
﹤0.01%
346
2021
Q3
$6K
Hold
139
–
–
﹤0.01%
375
2021
Q2
$6K
Hold
139
–
–
﹤0.01%
374
2021
Q1
$6K
Hold
139
–
–
﹤0.01%
409
2020
Q4
$5K
Hold
139
–
–
﹤0.01%
441
2020
Q3
$5K
Hold
139
–
–
﹤0.01%
410
2020
Q2
$5K
Hold
139
–
–
0.01%
408
2020
Q1
$5K
Hold
139
–
–
0.01%
401
2019
Q4
$5K
Buy
+139
New
+$5.38K
﹤0.01%
361
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
PF
Phoenix Financial
Givatayim, Israel
$10.5B AUM
49.21%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
CCWM
Cassaday & Co Wealth Management
Mclean, Virginia
$4.69B AUM
20.56%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close