Leavell Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Leavell Investment 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 Q4	–	Sell	-4,530	Closed	-$202K	–	549
2024 Q3	$202K	Buy	+4,530	New	+$191K	0.01%	527
2022 Q4	–	Sell	-6,605	Closed	-$238K	–	446
2022 Q3	$238K	Sell	6,605 -39	-0.6%	-$1.63K	0.02%	400
2022 Q2	$271K	Sell	6,644 -142	-2%	-$6.33K	0.02%	382
2022 Q1	$328K	Buy	6,786 +1,355	+25%	+$63.5K	0.02%	355
2021 Q4	$281K	Buy	+5,431	New	+$261K	0.02%	386

Other funds holding XLRE

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

HIIFS

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

Leavell Investment Management's XLRE Position: Q4 2024 in Review

Leavell Investment Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 4,530 shares — an estimated $202K sold.

Leavell Investment Management first reported a position in XLRE in Q4 2021 and held it in 5 quarters. The position peaked at $328K in Q1 2022. 763 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

Leavell Investment Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Leavell Investment Management sold 4,530 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $202K.
Leavell Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
Leavell Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $328K in Q1 2022.
763 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Leavell Investment Management's 13F filing for Q4 2024, filed 29 Jan 2025.