Ensign Peak Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Ensign Peak Advisors’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 Q4	–	Sell	-989	Closed	-$42.8K	–	1729
2024 Q3	$44.2K	Buy	+989	New	+$41.7K	﹤0.01%	1704
2022 Q3	–	Sell	-47,494	Closed	-$1.94M	–	2360
2022 Q2	$1.94M	Buy	47,494 +2,291	+5%	+$102K	﹤0.01%	815
2022 Q1	$2.18M	Buy	45,203 +24,603	+119%	+$1.15M	﹤0.01%	847
2021 Q4	$1.07M	Hold	20,600	–	–	﹤0.01%	1250
2021 Q3	$916K	Buy	+20,600	New	+$957K	﹤0.01%	1465

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Ensign Peak Advisors's XLRE Position: Q4 2024 in Review

Ensign Peak Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 989 shares — an estimated $42.8K sold.

Ensign Peak Advisors first reported a position in XLRE in Q3 2021 and held it in 5 quarters. The position peaked at $2.18M in Q1 2022. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

Ensign Peak Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Ensign Peak Advisors sold 989 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $42.8K.
Ensign Peak Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and held it in 5 quarters.
Ensign Peak Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $2.18M in Q1 2022.
763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Ensign Peak Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.