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

Vontobel Holding’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	-15,221	Closed	-$619K	–	1171
2024 Q4	$619K	Buy	15,221 +3,137	+26%	+$136K	﹤0.01%	732
2024 Q3	$540K	Buy	+12,084	New	+$509K	﹤0.01%	766
2021 Q4	–	Sell	-15,388	Closed	-$684K	–	1223
2021 Q3	$684K	Buy	+15,388	New	+$715K	0.01%	704
2021 Q1	–	Sell	-1,352	Closed	-$49K	–	1093
2020 Q4	$49K	Buy	+1,352	New	+$49K	﹤0.01%	952

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

Vontobel Holding's XLRE Position: Q1 2025 in Review

Vontobel Holding sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 15,221 shares — an estimated $619K sold.

Vontobel Holding first reported a position in XLRE in Q4 2020 and held it in 4 quarters. The position peaked at $684K in Q3 2021. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

Vontobel Holding reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Vontobel Holding sold 15,221 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $619K.
Vontobel Holding first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and held it in 4 quarters.
Vontobel Holding's State Street Real Estate Select Sector SPDR ETF position peaked at $684K in Q3 2021.
743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Vontobel Holding's 13F filing for Q1 2025, filed 28 Apr 2025.