DOHJ LLC’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

DOHJ LLC’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	-11,881	Closed	-$483K	–	157
2024 Q4	$483K	Buy	11,881 +1,544	+15%	+$66.8K	0.11%	114
2024 Q3	$457K	Sell	10,337 -10,080	-49%	-$425K	0.11%	116
2024 Q2	$784K	Buy	20,417 +2,618	+15%	+$98.6K	0.2%	87
2024 Q1	$704K	Buy	+17,799	New	+$692K	0.19%	97
2022 Q4	–	Sell	-11,680	Closed	-$421K	–	89
2022 Q3	$421K	Sell	11,680 -54,604	-82%	-$2.29M	0.28%	58
2022 Q2	$2.71M	Sell	66,284 -5,358	-7%	-$239K	1.54%	19
2022 Q1	$3.46M	Buy	71,642 +17,734	+33%	+$831K	1.67%	19
2021 Q4	$2.79M	Sell	53,908 -142	-0.3%	-$6.83K	1.25%	21
2021 Q3	$2.58M	Buy	54,050 +8,938	+20%	+$415K	1.22%	24
2021 Q2	$2M	Buy	45,112 +39,449	+697%	+$1.69M	1.05%	31
2021 Q1	$224K	Buy	+5,663	New	+$213K	0.13%	89

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

DOHJ LLC's XLRE Position: Q1 2025 in Review

DOHJ LLC sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 11,881 shares — an estimated $483K sold.

DOHJ LLC first reported a position in XLRE in Q1 2021 and held it in 11 quarters. The position peaked at $3.46M in Q1 2022. 744 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

DOHJ LLC reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
DOHJ LLC sold 11,881 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $483K.
DOHJ LLC first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and held it in 11 quarters.
DOHJ LLC's State Street Real Estate Select Sector SPDR ETF position peaked at $3.46M in Q1 2022.
744 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on DOHJ LLC's 13F filing for Q1 2025, filed 17 Apr 2025.