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

Marathon Trading 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	-677	Closed	-$30.2K	–	363
2024 Q3	$30.2K	Buy	+677	New	+$28.5K	﹤0.01%	247
2023 Q4	–	Sell	-786	Closed	-$26.8K	–	423
2023 Q3	$26.8K	Buy	+786	New	+$29.1K	﹤0.01%	286
2022 Q4	–	Sell	-6,804	Closed	-$245K	–	339
2022 Q3	$245K	Buy	6,804 +1,892	+39%	+$79.3K	0.02%	206
2022 Q2	$201K	Buy	+4,912	New	+$219K	0.02%	219

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 $20.6B AUM 59.59% 1-Year Est. Return

Marathon Trading Investment Management's XLRE Position: Q4 2024 in Review

Marathon Trading Investment Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2024, closing a stake of 677 shares — an estimated $30.2K sold.

Marathon Trading Investment Management first reported a position in XLRE in Q2 2022 and held it in 4 quarters. The position peaked at $245K in Q3 2022. 764 funds tracked by Wall St. Rank hold XLRE as of Q4 2024.

Marathon Trading Investment Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Marathon Trading Investment Management sold 677 State Street Real Estate Select Sector SPDR ETF shares in Q4 2024, an estimated $30.2K.
Marathon Trading Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and held it in 4 quarters.
Marathon Trading Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $245K in Q3 2022.
764 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2024.

Based on Marathon Trading Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.