Washington Trust Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Washington Trust Advisors’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 Q2	–	Sell	-99	Closed	-$3.91K	–	685
2024 Q1	$3.91K	Hold	99	–	–	﹤0.01%	597
2023 Q4	$3.97K	Hold	99	–	–	﹤0.01%	595
2023 Q3	$3.37K	Hold	99	–	–	﹤0.01%	596
2023 Q2	$3.73K	Hold	99	–	–	﹤0.01%	581
2023 Q1	$3.7K	Hold	99	–	–	﹤0.01%	658
2022 Q4	$3.66K	Hold	99	–	–	﹤0.01%	650
2022 Q3	$4K	Hold	99	–	–	﹤0.01%	775
2022 Q2	$4K	Hold	99	–	–	﹤0.01%	803
2022 Q1	$5K	Hold	99	–	–	﹤0.01%	833
2021 Q4	$5K	Buy	+99	New	+$4.76K	﹤0.01%	863

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Washington Trust Advisors's XLRE Position: Q2 2024 in Review

Washington Trust Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 99 shares — an estimated $3.91K sold.

Washington Trust Advisors first reported a position in XLRE in Q4 2021 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 655 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

Washington Trust Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Washington Trust Advisors sold 99 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $3.91K.
Washington Trust Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 10 quarters.
Washington Trust Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $5K in Q1 2022.
655 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on Washington Trust Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.