EWM
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Evercore Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Evercore Wealth 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
2024
Q4 		– Sell
-4,622
Closed -$206K – 439
2024
Q3 		$206K Buy
+4,622
New +$195K ﹤0.01% 399
2024
Q1 		– Sell
-44,530
Closed -$1.78M – 441
2023
Q4 		$1.78M Buy
44,530
+135
+0.3% +$4.85K 0.03% 174
2023
Q3 		$1.51M Hold
44,395
– – 0.03% 176
2023
Q2 		$1.67M Buy
44,395
+3,600
+9% +$133K 0.03% 174
2023
Q1 		$1.52M Buy
40,795
+12,133
+42% +$466K 0.03% 173
2022
Q4 		$1.06M Sell
28,662
-11,478
-29% -$424K 0.02% 205
2022
Q3 		$1.45M Sell
40,140
-940
-2% -$39.4K 0.03% 164
2022
Q2 		$1.68M Buy
41,080
+2,865
+7% +$128K 0.04% 157
2022
Q1 		$1.85M Buy
38,215
+11,850
+45% +$555K 0.03% 170
2021
Q4 		$1.37M Buy
26,365
+25
+0.1% +$1.2K 0.02% 198
2021
Q3 		$1.17M Buy
26,340
+18
+0.1% +$836 0.02% 207
2021
Q2 		$1.17M Buy
26,322
+6,450
+32% +$277K 0.02% 212
2021
Q1 		$785K Buy
19,872
+7,825
+65% +$294K 0.02% 244
2020
Q4 		$440K Sell
12,047
-5,320
-31% -$193K 0.01% 305
2020
Q3 		$613K Buy
17,367
+159
+0.9% +$5.67K 0.02% 241
2020
Q2 		$599K Hold
17,208
– – 0.02% 243
2020
Q1 		$533K Buy
17,208
+11,742
+215% +$439K 0.02% 235
2019
Q4 		$211K Sell
5,466
-65
-1% -$2.52K 0.01% 385
2019
Q3 		$218K Buy
+5,531
New +$212K 0.01% 376
2018
Q1 		– Sell
-978
Closed -$32K – 813
2017
Q4 		$32K Sell
978
-148
-13% -$4.88K ﹤0.01% 645
2017
Q3 		$36K Sell
1,126
-2,522
-69% -$81.9K ﹤0.01% 620
2017
Q2 		$117K Hold
3,648
– – ﹤0.01% 440
2017
Q1 		$115K Hold
3,648
– – ﹤0.01% 454
2016
Q4 		$112K Sell
3,648
-2,505
-41% -$76.7K ﹤0.01% 471
2016
Q3 		$202K Buy
+6,153
New +$206K 0.01% 372

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Evercore Wealth Management's XLRE Position: Q4 2024 in Review

Evercore Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 4,622 shares — an estimated $206K sold.

Evercore Wealth Management first reported a position in XLRE in Q3 2016 and held it in 25 quarters. The position peaked at $1.85M in Q1 2022. 765 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

  • Evercore Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 4,622 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $206K.
  • Evercore Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 25 quarters.
  • Evercore Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $1.85M in Q1 2022.
  • 765 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.