Gunma Bank’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Gunma Bank’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 Q4	–	Sell	-230,000	Closed	-$7.84M	–	28
2023 Q3	$7.84M	Sell	230,000 -48,000	-17%	-$1.78M	5.71%	3
2023 Q2	$10.5M	Hold	278,000	–	–	7.1%	3
2023 Q1	$10.4M	Hold	278,000	–	–	4.57%	3
2022 Q4	$10.3M	Hold	278,000	–	–	5.1%	3
2022 Q3	$10M	Hold	278,000	–	–	6.11%	3
2022 Q2	$11.4M	Buy	278,000 +170,000	+157%	+$7.58M	4.81%	5
2022 Q1	$5.22M	Buy	108,000 +22,000	+26%	+$1.03M	12.36%	4
2021 Q4	$4.46M	Sell	86,000 -10,000	-10%	-$481K	3.9%	2
2021 Q3	$4.27M	Buy	+96,000	New	+$4.46M	2.36%	15

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

HIIFS

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

CCWM

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gunma Bank's XLRE Position: Q4 2023 in Review

Gunma Bank sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2023, closing a stake of 230,000 shares — an estimated $7.84M sold.

Gunma Bank first reported a position in XLRE in Q3 2021 and held it in 9 quarters. The position peaked at $11.4M in Q2 2022. 679 funds tracked by Wall St. Rank hold XLRE as of Q4 2023.

Gunma Bank reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Gunma Bank sold 230,000 State Street Real Estate Select Sector SPDR ETF shares in Q4 2023, an estimated $7.84M.
Gunma Bank first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and held it in 9 quarters.
Gunma Bank's State Street Real Estate Select Sector SPDR ETF position peaked at $11.4M in Q2 2022.
679 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2023.

Based on Gunma Bank's 13F filing for Q4 2023, filed 23 Jan 2024.