First Manhattan’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

First Manhattan’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	-48	Closed	-$1.9K	–	1358
2024 Q1	$1.9K	Hold	48	–	–	﹤0.01%	1287
2023 Q4	$1.92K	Sell	48 -262	-85%	-$9.41K	﹤0.01%	1282
2023 Q3	$10.6K	Sell	310 -141	-31%	-$5.22K	﹤0.01%	1127
2023 Q2	$17K	Hold	451	–	–	﹤0.01%	1060
2023 Q1	$16.9K	Buy	451 +18	+4%	+$691	﹤0.01%	1119
2022 Q4	$16K	Buy	433 +240	+124%	+$8.86K	﹤0.01%	1158
2022 Q3	$6K	Hold	193	–	–	﹤0.01%	1297
2022 Q2	$7K	Sell	193 -165	-46%	-$7.36K	﹤0.01%	1294
2022 Q1	$17K	Buy	358 +40	+13%	+$1.88K	﹤0.01%	1200
2021 Q4	$16K	Hold	318	–	–	﹤0.01%	1211
2021 Q3	$14K	Buy	318 +90	+39%	+$4.18K	﹤0.01%	1225
2021 Q2	$10K	Buy	228 +180	+375%	+$7.72K	﹤0.01%	1286
2021 Q1	$1K	Buy	+48	New	+$1.8K	﹤0.01%	1453
2017 Q4	–	Sell	-53	Closed	-$1K	–	1532
2017 Q3	$1K	Hold	53	–	–	﹤0.01%	1404
2017 Q2	$1K	Sell	53 -248	-82%	-$7.94K	﹤0.01%	1365
2017 Q1	$9K	Buy	301 +248	+468%	+$7.73K	﹤0.01%	1204
2016 Q4	$1K	Buy	+53	New	+$1.62K	﹤0.01%	1345

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

HIIFS

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Manhattan's XLRE Position: Q2 2024 in Review

First Manhattan sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 48 shares — an estimated $1.9K sold.

First Manhattan first reported a position in XLRE in Q4 2016 and held it in 17 quarters. The position peaked at $17K in Q1 2022. 656 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

First Manhattan reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 48 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $1.9K.
First Manhattan first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and held it in 17 quarters.
First Manhattan's State Street Real Estate Select Sector SPDR ETF position peaked at $17K in Q1 2022.
656 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.