SouthState Corp’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

SouthState Corp’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	-92	Closed	-$3.74K	–	1741
2024 Q4	$3.74K	Buy	+92	New	+$3.98K	﹤0.01%	608
2023 Q4	–	Sell	-258	Closed	-$8.79K	–	696
2023 Q3	$8.79K	Buy	+258	New	+$9.55K	﹤0.01%	481
2022 Q4	–	Sell	-34	Closed	-$1K	–	743
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	666
2022 Q2	$1K	Sell	34 -10	-23%	-$446	﹤0.01%	697
2022 Q1	$2K	Hold	44	–	–	﹤0.01%	685
2021 Q4	$2K	Hold	44	–	–	﹤0.01%	689
2021 Q3	$2K	Hold	44	–	–	﹤0.01%	558
2021 Q2	$2K	Hold	44	–	–	﹤0.01%	344
2021 Q1	$2K	Hold	44	–	–	﹤0.01%	338
2020 Q4	$2K	Hold	44	–	–	﹤0.01%	330
2020 Q3	$2K	Buy	+44	New	+$1.57K	﹤0.01%	334

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 $377B AUM 19.32% 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 $14.7B AUM 47% 1-Year Est. Return

SouthState Corp's XLRE Position: Q1 2025 in Review

SouthState Corp sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 92 shares — an estimated $3.74K sold.

SouthState Corp first reported a position in XLRE in Q3 2020 and held it in 11 quarters. The position peaked at $8.79K in Q3 2023. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

SouthState Corp reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
SouthState Corp sold 92 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $3.74K.
SouthState Corp first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and held it in 11 quarters.
SouthState Corp's State Street Real Estate Select Sector SPDR ETF position peaked at $8.79K in Q3 2023.
743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on SouthState Corp's 13F filing for Q1 2025, filed 12 May 2025.