Mivtachim The Workers Social Insurance Fund’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Mivtachim The Workers Social Insurance Fund’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
2025 Q1	–	Sell	-393,300	Closed	-$16M	–	43
2024 Q4	$16M	Sell	393,300 -16,000	-4%	-$692K	2.63%	14
2024 Q3	$18.3M	Buy	409,300 +393,300	+2,458%	+$16.6M	2.51%	14
2024 Q2	$615K	Sell	16,000 -400,000	-96%	-$15.1M	0.07%	33
2024 Q1	$16.4M	Sell	416,000 -400,000	-49%	-$15.6M	1.58%	16
2023 Q4	$32.7M	Buy	+816,000	New	+$29.3M	2.56%	11
2023 Q3	–	Sell	-540,000	Closed	-$20.4M	–	44
2023 Q2	$20.4M	Buy	+540,000	New	+$19.9M	1.79%	18
2022 Q4	–	Sell	-469,500	Closed	-$16.9M	–	43
2022 Q3	$16.9M	Sell	469,500 -360,500	-43%	-$15.1M	1.26%	20
2022 Q2	$33.9M	Hold	830,000	–	–	1.52%	16
2022 Q1	$40.1M	Hold	830,000	–	–	1.44%	15
2021 Q4	$43M	Buy	830,000 +400,000	+93%	+$19.2M	1.35%	17
2021 Q3	$19.1M	Buy	+430,000	New	+$20M	0.64%	27

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

Mivtachim The Workers Social Insurance Fund's XLRE Position: Q1 2025 in Review

Mivtachim The Workers Social Insurance Fund sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 393,300 shares — an estimated $16M sold.

Mivtachim The Workers Social Insurance Fund first reported a position in XLRE in Q3 2021 and held it in 11 quarters. The position peaked at $43M in Q4 2021. 744 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

Mivtachim The Workers Social Insurance Fund reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Mivtachim The Workers Social Insurance Fund sold 393,300 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $16M.
Mivtachim The Workers Social Insurance Fund first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and held it in 11 quarters.
Mivtachim The Workers Social Insurance Fund's State Street Real Estate Select Sector SPDR ETF position peaked at $43M in Q4 2021.
744 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q1 2025, filed 5 May 2025.