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F.L. Putnam Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

F.L. Putnam Investment 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
2025
Q1 		– Sell
-12,009
Closed -$488K – 597
2024
Q4 		$488K Buy
+12,009
New +$520K 0.01% 423
2024
Q1 		– Sell
-8,909
Closed -$357K – 507
2023
Q4 		$357K Sell
8,909
-736
-8% -$26.4K 0.01% 390
2023
Q3 		$329K Buy
+9,645
New +$357K 0.01% 394
2023
Q2 		– Sell
-11,111
Closed -$415K – 481
2023
Q1 		$415K Sell
11,111
-23,217
-68% -$892K 0.01% 328
2022
Q4 		$1.27M Buy
34,328
+26,979
+367% +$996K 0.05% 207
2022
Q3 		$265K Sell
7,349
-926
-11% -$38.8K 0.01% 353
2022
Q2 		$338K Buy
8,275
+933
+13% +$41.6K 0.01% 323
2022
Q1 		$355K Buy
7,342
+2,034
+38% +$95.3K 0.01% 316
2021
Q4 		$275K Buy
5,308
+80
+2% +$3.85K 0.01% 351
2021
Q3 		$232K Buy
5,228
+360
+7% +$16.7K 0.01% 379
2021
Q2 		$216K Buy
+4,868
New +$209K 0.01% 387

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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
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 $20.6B AUM 59.59% 1-Year Est. Return

F.L. Putnam Investment Management's XLRE Position: Q1 2025 in Review

F.L. Putnam Investment Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 12,009 shares — an estimated $488K sold.

F.L. Putnam Investment Management first reported a position in XLRE in Q2 2021 and held it in 11 quarters. The position peaked at $1.27M in Q4 2022. 744 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

  • F.L. Putnam Investment Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 12,009 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $488K.
  • F.L. Putnam Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and held it in 11 quarters.
  • F.L. Putnam Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $1.27M in Q4 2022.
  • 744 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2025, filed 15 May 2025.