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Institutional & Family Asset Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Institutional & Family Asset 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 		$829K Buy
21,588
+2,843
+15% +$107K 0.13% 108
2024
Q1 		$741K Sell
18,745
-252
-1% -$9.8K 0.12% 106
2023
Q4 		$761K Sell
18,997
-49
-0.3% -$1.76K 0.13% 107
2023
Q3 		$649K Buy
19,046
+266
+1% +$9.84K 0.11% 106
2023
Q2 		$708K Buy
18,780
+281
+2% +$10.4K 0.12% 105
2023
Q1 		$691K Buy
18,499
+1,082
+6% +$41.5K 0.11% 109
2022
Q4 		$643K Buy
17,417
+156
+0.9% +$5.76K 0.11% 106
2022
Q3 		$622K Buy
17,261
+2,313
+15% +$96.9K 0.11% 105
2022
Q2 		$611K Buy
14,948
+377
+3% +$16.8K 0.11% 106
2022
Q1 		$704K Sell
14,571
-22
-0.2% -$1.03K 0.11% 110
2021
Q4 		$756K Sell
14,593
-2,422
-14% -$117K 0.12% 105
2021
Q3 		$756K Buy
17,015
+480
+3% +$22.3K 0.12% 107
2021
Q2 		$733K Buy
16,535
+1,413
+9% +$60.6K 0.12% 106
2021
Q1 		$597K Buy
+15,122
New +$569K 0.12% 112
2020
Q2 		– Sell
-376
Closed -$12K – 921
2020
Q1 		$12K Hold
376
– – ﹤0.01% 436
2019
Q4 		$15K Hold
376
– – ﹤0.01% 457
2019
Q3 		$15K Hold
376
– – ﹤0.01% 433
2019
Q2 		$14K Buy
+376
New +$13.7K ﹤0.01% 463

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institutional & Family Asset Management's XLRE Position: Q2 2024 in Review

Institutional & Family Asset Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 15% in Q2 2024, buying an estimated $107K and bringing the position to 21,588 shares worth $829K. The position accounts for 0.13% of the portfolio, ranked #108.

Institutional & Family Asset Management first reported a position in XLRE in Q2 2019 and has held it in 18 quarters since. 655 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

  • Institutional & Family Asset Management held 21,588 shares of State Street Real Estate Select Sector SPDR ETF worth $829K as of Q2 2024.
  • Institutional & Family Asset Management bought 2,843 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $107K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.13% of Institutional & Family Asset Management's portfolio in Q2 2024, its #108 holding.
  • Institutional & Family Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2019 and has held it in 18 quarters since.
  • 655 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.