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Parkside Financial Bank & Trust’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Parkside Financial Bank & Trust’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
2023
Q4 		– Sell
-135
Closed -$4.59K – 2195
2023
Q3 		$4.59K Buy
135
+1
+0.7% +$37 ﹤0.01% 1405
2023
Q2 		$5.04K Sell
134
-81
-38% -$2.99K ﹤0.01% 1370
2023
Q1 		$8.05K Buy
215
+1
+0.5% +$38 ﹤0.01% 1177
2022
Q4 		$7.92K Buy
214
+84
+65% +$3.1K ﹤0.01% 1143
2022
Q3 		$5K Buy
130
+1
+0.8% +$42 ﹤0.01% 1254
2022
Q2 		$5K Sell
129
-927
-88% -$41.3K ﹤0.01% 1272
2022
Q1 		$51K Buy
1,056
+895
+556% +$42K 0.01% 539
2021
Q4 		$8K Hold
161
– – ﹤0.01% 1134
2021
Q3 		$7K Hold
161
– – ﹤0.01% 1122
2021
Q2 		$7K Hold
161
– – ﹤0.01% 1132
2021
Q1 		$6K Hold
161
– – ﹤0.01% 1165
2020
Q4 		$6K Hold
161
– – ﹤0.01% 1069
2020
Q3 		$6K Hold
161
– – ﹤0.01% 903
2020
Q2 		$6K Buy
+161
New +$5.44K ﹤0.01% 916
2018
Q4 		– Sell
-278
Closed -$9K – 1592
2018
Q3 		$9K Buy
+278
New +$9.22K ﹤0.01% 799
2016
Q4 		– Sell
-3,873
Closed -$127K – 1504
2016
Q3 		$127K Buy
+3,873
New +$130K 0.06% 201

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Parkside Financial Bank & Trust's XLRE Position: Q4 2023 in Review

Parkside Financial Bank & Trust sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2023, closing a stake of 135 shares — an estimated $4.59K sold.

Parkside Financial Bank & Trust first reported a position in XLRE in Q3 2016 and held it in 16 quarters. The position peaked at $127K in Q3 2016. 678 funds tracked by Wall St. Rank hold XLRE as of Q4 2023.

  • Parkside Financial Bank & Trust reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 135 State Street Real Estate Select Sector SPDR ETF shares in Q4 2023, an estimated $4.59K.
  • Parkside Financial Bank & Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 16 quarters.
  • Parkside Financial Bank & Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $127K in Q3 2016.
  • 678 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2023, filed 1 Feb 2024.