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Bolthouse Investments’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bolthouse Investments’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
Q1 		– Sell
-11,042
Closed -$449K – 84
2024
Q4 		$449K Buy
+11,042
New +$478K 0.41% 55

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Bank of America
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AOI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

Bolthouse Investments's XLRE Position: Q1 2025 in Review

Bolthouse Investments sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 11,042 shares — an estimated $449K sold.

Bolthouse Investments first reported a position in XLRE in Q4 2024 and held it in 1 quarter. The position peaked at $449K in Q4 2024. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

  • Bolthouse Investments reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Bolthouse Investments sold 11,042 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $449K.
  • Bolthouse Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Bolthouse Investments's State Street Real Estate Select Sector SPDR ETF position peaked at $449K in Q4 2024.
  • 743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Bolthouse Investments's 13F filing for Q1 2025, filed 29 Apr 2025.