TIFF Advisory Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

TIFF Advisory Services’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 Q1	–	Sell	-72,301	Closed	-$2.67M	–	25
2022 Q4	$2.67M	Sell	72,301 -188,414	-72%	-$6.95M	1.08%	16
2022 Q3	$9.39M	Buy	260,715 +89,144	+52%	+$3.73M	3.89%	9
2022 Q2	$7.01M	Buy	+171,571	New	+$7.65M	2.52%	12
2022 Q1	–	Sell	-320,101	Closed	-$16.6M	–	20
2021 Q4	$16.6M	Sell	320,101 -79,948	-20%	-$3.85M	5.76%	7
2021 Q3	$17.8M	Buy	400,049 +17,793	+5%	+$827K	5.63%	7
2021 Q2	$16.9M	Buy	382,256 +103,668	+37%	+$4.44M	4.83%	12
2021 Q1	$11M	Buy	278,588 +166,669	+149%	+$6.27M	3.35%	14
2020 Q4	$4.09M	Buy	+111,919	New	+$4.06M	1.34%	15

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIFF Advisory Services's XLRE Position: Q1 2023 in Review

TIFF Advisory Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2023, closing a stake of 72,301 shares — an estimated $2.67M sold.

TIFF Advisory Services first reported a position in XLRE in Q4 2020 and held it in 8 quarters. The position peaked at $17.8M in Q3 2021. 586 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

TIFF Advisory Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
TIFF Advisory Services sold 72,301 State Street Real Estate Select Sector SPDR ETF shares in Q1 2023, an estimated $2.67M.
TIFF Advisory Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and held it in 8 quarters.
TIFF Advisory Services's State Street Real Estate Select Sector SPDR ETF position peaked at $17.8M in Q3 2021.
586 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

Based on TIFF Advisory Services's 13F filing for Q1 2023, filed 10 May 2023.