Lincoln National Corp’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Lincoln National Corp’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	–	Sell	-27,094	Closed	-$1.07M	–	1154
2024 Q1	$1.07M	Sell	27,094 -193	-0.7%	-$7.51K	0.02%	501
2023 Q4	$1.09M	Buy	27,287 +4,090	+18%	+$147K	0.02%	439
2023 Q3	$790K	Buy	23,197 +9,171	+65%	+$339K	0.02%	468
2023 Q2	$529K	Sell	14,026 -14,951	-52%	-$551K	0.01%	580
2023 Q1	$1.08M	Buy	28,977 +7,301	+34%	+$280K	0.02%	372
2022 Q4	$800K	Buy	+21,676	New	+$800K	0.02%	404
2022 Q3	–	Sell	-5,079	Closed	-$207K	–	908
2022 Q2	$207K	Sell	5,079 -314	-6%	-$14K	﹤0.01%	799
2022 Q1	$260K	Buy	+5,393	New	+$253K	0.01%	766

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

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 $14.7B AUM 47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Lincoln National Corp's XLRE Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 27,094 shares — an estimated $1.07M sold.

Lincoln National Corp first reported a position in XLRE in Q1 2022 and held it in 8 quarters. The position peaked at $1.09M in Q4 2023. 655 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

Lincoln National Corp reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 27,094 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $1.07M.
Lincoln National Corp first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and held it in 8 quarters.
Lincoln National Corp's State Street Real Estate Select Sector SPDR ETF position peaked at $1.09M in Q4 2023.
655 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.