Kathryn A. Hall’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Kathryn A. Hall’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	-9,130	Closed	-$337K	–	59
2022 Q4	$337K	Sell	9,130 -136	-1%	-$5.02K	0.14%	47
2022 Q3	$333K	Hold	9,266	–	–	0.14%	48
2022 Q2	$380K	Hold	9,266	–	–	0.14%	46
2022 Q1	$449K	Hold	9,266	–	–	0.14%	47
2021 Q4	$481K	Hold	9,266	–	–	0.11%	48
2021 Q3	$412K	Hold	9,266	–	–	0.12%	48
2021 Q2	$411K	Hold	9,266	–	–	0.13%	50
2021 Q1	$366K	Hold	9,266	–	–	0.12%	50
2020 Q4	$339K	Sell	9,266 -213	-2%	-$7.73K	0.12%	52
2020 Q3	$334K	Buy	+9,479	New	+$338K	0.16%	42

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

Kathryn A. Hall's XLRE Position: Q1 2023 in Review

Kathryn A. Hall sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2023, closing a stake of 9,130 shares — an estimated $337K sold.

Kathryn A. Hall first reported a position in XLRE in Q3 2020 and held it in 10 quarters. The position peaked at $481K in Q4 2021. 586 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

Kathryn A. Hall reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Kathryn A. Hall sold 9,130 State Street Real Estate Select Sector SPDR ETF shares in Q1 2023, an estimated $337K.
Kathryn A. Hall first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and held it in 10 quarters.
Kathryn A. Hall's State Street Real Estate Select Sector SPDR ETF position peaked at $481K in Q4 2021.
586 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

Based on Kathryn A. Hall's 13F filing for Q1 2023, filed 12 May 2023.