Rothschild Investment LLC’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Rothschild Investment LLC’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	-839	Closed	-$31.6K	–	2849
2024 Q1	$33.2K	Hold	839	–	–	﹤0.01%	814
2023 Q4	$33.6K	Buy	+839	New	+$30.1K	﹤0.01%	742
2017 Q2	–	Sell	-7,829	Closed	-$247K	–	487
2017 Q1	$247K	Sell	7,829 -734	-9%	-$22.9K	0.03%	385
2016 Q4	$263K	Sell	8,563 -11,539	-57%	-$353K	0.03%	367
2016 Q3	$659K	Buy	+20,102	New	+$675K	0.08%	223

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 $14.7B AUM 47% 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

Rothschild Investment LLC's XLRE Position: Q2 2024 in Review

Rothschild Investment LLC sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 839 shares — an estimated $31.6K sold.

Rothschild Investment LLC first reported a position in XLRE in Q3 2016 and held it in 5 quarters. The position peaked at $659K in Q3 2016. 655 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

Rothschild Investment LLC reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Rothschild Investment LLC sold 839 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $31.6K.
Rothschild Investment LLC first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 5 quarters.
Rothschild Investment LLC's State Street Real Estate Select Sector SPDR ETF position peaked at $659K in Q3 2016.
655 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on Rothschild Investment LLC's 13F filing for Q2 2024, filed 31 Jul 2024.