Laurie J. Hall Trustee’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Laurie J. Hall Trustee’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 Q1	–	Sell	-502	Closed	-$20K	–	259
2023 Q4	$20K	Buy	+502	New	+$18K	0.01%	222
2023 Q3	–	Sell	-502	Closed	-$19K	–	276
2023 Q2	$19K	Hold	502	–	–	0.01%	223
2023 Q1	$19K	Buy	+502	New	+$19.3K	0.01%	214
2021 Q4	–	Sell	-502	Closed	-$22K	–	333
2021 Q3	$22K	Hold	502	–	–	0.01%	236
2021 Q2	$22K	Hold	502	–	–	0.01%	256
2021 Q1	$20K	Hold	502	–	–	0.01%	265
2020 Q4	$18K	Hold	502	–	–	0.01%	260
2020 Q3	$18K	Buy	+502	New	+$17.9K	0.01%	242
2019 Q4	$19K	Hold	502	–	–	0.01%	239
2019 Q3	$20K	Hold	502	–	–	0.01%	224
2019 Q2	$18K	Hold	502	–	–	0.01%	237
2019 Q1	$18K	Hold	502	–	–	0.01%	239
2018 Q4	$17K	Hold	502	–	–	0.01%	241
2018 Q3	$16K	Hold	502	–	–	0.01%	265
2018 Q2	$16K	Hold	502	–	–	0.01%	262
2018 Q1	$16K	Hold	502	–	–	0.01%	260
2017 Q4	$17K	Buy	+502	New	+$16.6K	0.01%	263

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

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

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

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

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

Laurie J. Hall Trustee's XLRE Position: Q1 2024 in Review

Laurie J. Hall Trustee sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2024, closing a stake of 502 shares — an estimated $20K sold.

Laurie J. Hall Trustee first reported a position in XLRE in Q4 2017 and held it in 17 quarters. The position peaked at $22K in Q3 2021. 685 funds tracked by Wall St. Rank hold XLRE as of Q1 2024.

Laurie J. Hall Trustee reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Laurie J. Hall Trustee sold 502 State Street Real Estate Select Sector SPDR ETF shares in Q1 2024, an estimated $20K.
Laurie J. Hall Trustee first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and held it in 17 quarters.
Laurie J. Hall Trustee's State Street Real Estate Select Sector SPDR ETF position peaked at $22K in Q3 2021.
685 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2024.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2024, filed 23 Apr 2024.