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Perkins Coie Trust Company’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Perkins Coie Trust Company’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
Q1 		– Sell
-653
Closed -$26.2K – 299
2023
Q4 		$26.2K Hold
653
– – 0.01% 180
2023
Q3 		$22.2K Buy
+653
New +$24.2K 0.01% 192

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LPL Financial
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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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Perkins Coie Trust Company's XLRE Position: Q1 2024 in Review

Perkins Coie Trust Company sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2024, closing a stake of 653 shares — an estimated $26.2K sold.

Perkins Coie Trust Company first reported a position in XLRE in Q3 2023 and held it in 2 quarters. The position peaked at $26.2K in Q4 2023. 683 funds tracked by Wall St. Rank hold XLRE as of Q1 2024.

  • Perkins Coie Trust Company reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Perkins Coie Trust Company sold 653 State Street Real Estate Select Sector SPDR ETF shares in Q1 2024, an estimated $26.2K.
  • Perkins Coie Trust Company first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and held it in 2 quarters.
  • Perkins Coie Trust Company's State Street Real Estate Select Sector SPDR ETF position peaked at $26.2K in Q4 2023.
  • 683 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2024.

Based on Perkins Coie Trust Company's 13F filing for Q1 2024, filed 12 Apr 2024.