Pittenger & Anderson Inc’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Pittenger & Anderson Inc’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	-10,700	Closed	-$365K	–	453
2023 Q3	$365K	Buy	+10,700	New	+$396K	0.02%	175
2016 Q4	–	Sell	-749	Closed	-$25K	–	388
2016 Q3	$25K	Buy	+749	New	+$25.1K	﹤0.01%	299

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pittenger & Anderson Inc's XLRE Position: Q4 2023 in Review

Pittenger & Anderson Inc sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2023, closing a stake of 10,700 shares — an estimated $365K sold.

Pittenger & Anderson Inc first reported a position in XLRE in Q3 2016 and held it in 2 quarters. The position peaked at $365K in Q3 2023. 678 funds tracked by Wall St. Rank hold XLRE as of Q4 2023.

Pittenger & Anderson Inc reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Pittenger & Anderson Inc sold 10,700 State Street Real Estate Select Sector SPDR ETF shares in Q4 2023, an estimated $365K.
Pittenger & Anderson Inc first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 2 quarters.
Pittenger & Anderson Inc's State Street Real Estate Select Sector SPDR ETF position peaked at $365K in Q3 2023.
678 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2023.

Based on Pittenger & Anderson Inc's 13F filing for Q4 2023, filed 2 Feb 2024.