Itau Unibanco Holding S.A.’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Itau Unibanco Holding S.A.’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 Q1	–	Sell	-199,590	Closed	-$7.37M	–	621
2022 Q4	$7.37M	Buy	199,590 +13,400	+7%	+$495K	0.3%	57
2022 Q3	$6.71M	Buy	186,190 +78,731	+73%	+$3.3M	0.27%	66
2022 Q2	$4.39M	Buy	107,459 +38,566	+56%	+$1.72M	0.15%	85
2022 Q1	$3.33M	Buy	68,893 +20,313	+42%	+$952K	0.09%	87
2021 Q4	$2.52M	Sell	48,580 -111,600	-70%	-$5.37M	0.08%	100
2021 Q3	$7.12M	Buy	160,180 +40,280	+34%	+$1.87M	0.38%	53
2021 Q2	$5.32M	Buy	+119,900	New	+$5.14M	0.26%	49
2017 Q2	–	Sell	-20,644	Closed	-$652K	–	761
2017 Q1	$652K	Buy	20,644 +100	+0.5%	+$3.12K	0.08%	79
2016 Q4	$632K	Sell	20,544 -2,230	-10%	-$68.3K	0.08%	80
2016 Q3	$746K	Buy	+22,774	New	+$764K	0.08%	86

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Itau Unibanco Holding S.A.'s XLRE Position: Q1 2023 in Review

Itau Unibanco Holding S.A. sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2023, closing a stake of 199,590 shares — an estimated $7.37M sold.

Itau Unibanco Holding S.A. first reported a position in XLRE in Q3 2016 and held it in 10 quarters. The position peaked at $7.37M in Q4 2022. 586 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

Itau Unibanco Holding S.A. reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 199,590 State Street Real Estate Select Sector SPDR ETF shares in Q1 2023, an estimated $7.37M.
Itau Unibanco Holding S.A. first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 10 quarters.
Itau Unibanco Holding S.A.'s State Street Real Estate Select Sector SPDR ETF position peaked at $7.37M in Q4 2022.
586 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2023, filed 12 May 2023.