Farmers & Merchants Investments Inc’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Farmers & Merchants Investments Inc’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
2023 Q2	–	Sell	-2,050	Closed	-$76.6K	–	1797
2023 Q1	$76.6K	Buy	+2,050	New	+$78.7K	﹤0.01%	360
2020 Q1	–	Sell	-108	Closed	-$4K	–	885
2019 Q4	$4K	Sell	108 -50	-32%	-$1.93K	﹤0.01%	793
2019 Q3	$6K	Buy	+158	New	+$6.06K	﹤0.01%	707
2019 Q1	–	Sell	-125	Closed	-$4K	–	862
2018 Q4	$4K	Buy	+125	New	+$4.05K	﹤0.01%	718
2018 Q3	–	Sell	-69	Closed	-$2K	–	870
2018 Q2	$2K	Hold	69	–	–	﹤0.01%	828
2018 Q1	$2K	Hold	69	–	–	﹤0.01%	815
2017 Q4	$2K	Hold	69	–	–	﹤0.01%	828
2017 Q3	$2K	Hold	69	–	–	﹤0.01%	808
2017 Q2	$2K	Hold	69	–	–	﹤0.01%	780
2017 Q1	$2K	Sell	69 -140	-67%	-$4.37K	﹤0.01%	696
2016 Q4	$6K	Sell	209 -65	-24%	-$1.99K	﹤0.01%	630
2016 Q3	$9K	Buy	+274	New	+$9.19K	﹤0.01%	482

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 $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

Farmers & Merchants Investments Inc's XLRE Position: Q2 2023 in Review

Farmers & Merchants Investments Inc sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2023, closing a stake of 2,050 shares — an estimated $76.6K sold.

Farmers & Merchants Investments Inc first reported a position in XLRE in Q3 2016 and held it in 12 quarters. The position peaked at $76.6K in Q1 2023. 592 funds tracked by Wall St. Rank hold XLRE as of Q2 2023.

Farmers & Merchants Investments Inc reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 2,050 State Street Real Estate Select Sector SPDR ETF shares in Q2 2023, an estimated $76.6K.
Farmers & Merchants Investments Inc first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 12 quarters.
Farmers & Merchants Investments Inc's State Street Real Estate Select Sector SPDR ETF position peaked at $76.6K in Q1 2023.
592 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2023, filed 1 Aug 2023.