Matthew Hamilton Rosenberg’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Matthew Hamilton Rosenberg’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	-36	Closed	-$1.4K	–	876
2024 Q1	$1.4K	Hold	36	–	–	﹤0.01%	762
2023 Q4	$1.44K	Hold	36	–	–	﹤0.01%	773
2023 Q3	$1.23K	Hold	36	–	–	﹤0.01%	777
2023 Q2	$1.36K	Hold	36	–	–	﹤0.01%	772
2023 Q1	$1.35K	Hold	36	–	–	﹤0.01%	806
2022 Q4	$1.33K	Hold	36	–	–	﹤0.01%	797
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	847
2022 Q2	$1K	Sell	36 -69	-66%	-$3.08K	﹤0.01%	788
2022 Q1	$5K	Buy	105 +69	+192%	+$3.23K	﹤0.01%	684
2021 Q4	$2K	Hold	36	–	–	﹤0.01%	699
2021 Q3	$2K	Hold	36	–	–	﹤0.01%	669
2021 Q2	$2K	Hold	36	–	–	﹤0.01%	572
2021 Q1	$1K	Buy	36 +8	+29%	+$301	﹤0.01%	554
2020 Q4	$1K	Hold	28	–	–	﹤0.01%	537
2020 Q3	$1K	Hold	28	–	–	﹤0.01%	525
2020 Q2	$1K	Buy	+28	New	+$946	﹤0.01%	543

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

Matthew Hamilton Rosenberg's XLRE Position: Q2 2024 in Review

Matthew Hamilton Rosenberg sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 36 shares — an estimated $1.4K sold.

Matthew Hamilton Rosenberg first reported a position in XLRE in Q2 2020 and held it in 16 quarters. The position peaked at $5K in Q1 2022. 655 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

Matthew Hamilton Rosenberg reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 36 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $1.4K.
Matthew Hamilton Rosenberg first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and held it in 16 quarters.
Matthew Hamilton Rosenberg's State Street Real Estate Select Sector SPDR ETF position peaked at $5K in Q1 2022.
655 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2024, filed 26 Jul 2024.