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D. Scott Neal’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

D. Scott Neal’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
Q2 		– Sell
-22,976
Closed -$908K – 65
2024
Q1 		$908K Sell
22,976
-250
-1% -$9.72K 0.59% 26
2023
Q4 		$930K Sell
23,226
-729
-3% -$26.2K 0.83% 21
2023
Q3 		$816K Sell
23,955
-3,337
-12% -$123K 0.7% 24
2023
Q2 		$1.03M Sell
27,292
-864
-3% -$31.9K 0.77% 24
2023
Q1 		$1.05M Sell
28,156
-4,257
-13% -$163K 0.59% 24
2022
Q4 		$1.2M Sell
32,413
-463
-1% -$17.1K 0.58% 21
2022
Q3 		$1.18M Sell
32,876
-2,816
-8% -$118K 0.5% 21
2022
Q2 		$1.46M Sell
35,692
-86,702
-71% -$3.87M 0.61% 18
2022
Q1 		$5.91M Sell
122,394
-14,191
-10% -$665K 2.35% 11
2021
Q4 		$7.08M Buy
+136,585
New +$6.57M 2.67% 11
2020
Q1 		– Sell
-7,911
Closed -$306K – 47
2019
Q4 		$306K Sell
7,911
-99,444
-93% -$3.85M 0.15% 34
2019
Q3 		$4.22M Buy
107,355
+9,448
+10% +$363K 2.18% 12
2019
Q2 		$3.6M Buy
+97,907
New +$3.58M 1.96% 9

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
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 $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D. Scott Neal's XLRE Position: Q2 2024 in Review

D. Scott Neal sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 22,976 shares — an estimated $908K sold.

D. Scott Neal first reported a position in XLRE in Q2 2019 and held it in 13 quarters. The position peaked at $7.08M in Q4 2021. 655 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

  • D. Scott Neal reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • D. Scott Neal sold 22,976 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $908K.
  • D. Scott Neal first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2019 and held it in 13 quarters.
  • D. Scott Neal's State Street Real Estate Select Sector SPDR ETF position peaked at $7.08M in Q4 2021.
  • 655 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on D. Scott Neal's 13F filing for Q2 2024, filed 15 Jul 2024.