Tompkins Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Tompkins Financial’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	-20	Closed	-$801	–	711
2023 Q4	$801	Hold	20	–	–	﹤0.01%	617
2023 Q3	$681	Hold	20	–	–	﹤0.01%	563
2023 Q2	$754	Hold	20	–	–	﹤0.01%	584
2023 Q1	$748	Hold	20	–	–	﹤0.01%	610
2022 Q4	$1K	Hold	20	–	–	﹤0.01%	603
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	589
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	573
2022 Q1	$1K	Buy	+20	New	+$937	﹤0.01%	596
2021 Q4	–	Sell	-53	Closed	-$2K	–	403
2021 Q3	$2K	Buy	+53	New	+$2.46K	﹤0.01%	377
2021 Q1	$2K	Sell	53 -80	-60%	-$3.01K	﹤0.01%	412
2020 Q4	$5K	Sell	133 -62	-32%	-$2.25K	﹤0.01%	401
2020 Q3	$7K	Hold	195	–	–	﹤0.01%	351
2020 Q2	$7K	Hold	195	–	–	﹤0.01%	336
2020 Q1	$6K	Buy	195 +61	+46%	+$2.28K	﹤0.01%	349
2019 Q4	$5K	Buy	+134	New	+$5.18K	﹤0.01%	372

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Tompkins Financial's XLRE Position: Q1 2024 in Review

Tompkins Financial sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2024, closing a stake of 20 shares — an estimated $801 sold.

Tompkins Financial first reported a position in XLRE in Q4 2019 and held it in 15 quarters. The position peaked at $7K in Q3 2020. 685 funds tracked by Wall St. Rank hold XLRE as of Q1 2024.

Tompkins Financial reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Tompkins Financial sold 20 State Street Real Estate Select Sector SPDR ETF shares in Q1 2024, an estimated $801.
Tompkins Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 15 quarters.
Tompkins Financial's State Street Real Estate Select Sector SPDR ETF position peaked at $7K in Q3 2020.
685 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2024.

Based on Tompkins Financial's 13F filing for Q1 2024, filed 8 Apr 2024.