FIM
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Fernwood Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Fernwood 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
2024
Q2 		– Sell
-2,750
Closed -$109K – 698
2024
Q1 		$109K Buy
+2,750
New +$107K 0.03% 257

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Fernwood Investment Management's XLRE Position: Q2 2024 in Review

Fernwood Investment Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 2,750 shares — an estimated $109K sold.

Fernwood Investment Management first reported a position in XLRE in Q1 2024 and held it in 1 quarter. The position peaked at $109K in Q1 2024. 655 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

  • Fernwood Investment Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 2,750 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $109K.
  • Fernwood Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $109K in Q1 2024.
  • 655 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.