Merriman Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Merriman Wealth 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 Q2	–	Sell	-158,722	Closed	-$6.27M	–	218
2024 Q1	$6.27M	Sell	158,722 -3,986	-2%	-$155K	0.28%	40
2023 Q4	$6.52M	Buy	+162,708	New	+$5.84M	0.32%	35
2020 Q3	–	Sell	-184,613	Closed	-$6.43M	–	174
2020 Q2	$6.43M	Buy	+184,613	New	+$6.24M	1.02%	29

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 $20.6B AUM 59.59% 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

Merriman Wealth Management's XLRE Position: Q2 2024 in Review

Merriman Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 158,722 shares — an estimated $6.27M sold.

Merriman Wealth Management first reported a position in XLRE in Q2 2020 and held it in 3 quarters. The position peaked at $6.52M in Q4 2023. 655 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

Merriman Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Merriman Wealth Management sold 158,722 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $6.27M.
Merriman Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and held it in 3 quarters.
Merriman Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $6.52M 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 Merriman Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.