TI
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Trexquant Investment’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Trexquant Investment’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
-49,644
Closed -$1.69M – 1855
2023
Q3 		$1.69M Buy
+49,644
New +$1.84M 0.04% 544
2021
Q4 		– Sell
-23,765
Closed -$1.06M – 1674
2021
Q3 		$1.06M Buy
+23,765
New +$1.1M 0.08% 306
2020
Q4 		– Sell
-62,811
Closed -$2.21M – 1555
2020
Q3 		$2.21M Buy
62,811
+8,899
+17% +$317K 0.14% 200
2020
Q2 		$1.88M Buy
+53,912
New +$1.82M 0.13% 211

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return