WI
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Wintrust Investments’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wintrust Investments’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
-5,092
Closed -$201K – 481
2024
Q1 		$201K Buy
5,092
+101
+2% +$3.93K 0.02% 450
2023
Q4 		$200K Buy
+4,991
New +$179K 0.02% 434
2023
Q1 		– Sell
-5,846
Closed -$216K – 412
2022
Q4 		$216K Sell
5,846
-557
-9% -$20.6K 0.03% 343
2022
Q3 		$231K Buy
+6,403
New +$268K 0.03% 357
2022
Q2 		– Sell
-4,228
Closed -$204K – 419
2022
Q1 		$204K Buy
4,228
+31
+0.7% +$1.45K 0.02% 390
2021
Q4 		$217K Buy
+4,197
New +$202K 0.02% 395
2020
Q2 		– Sell
-9,952
Closed -$309K – 384
2020
Q1 		$309K Hold
9,952
– – 0.05% 237
2019
Q4 		$385K Sell
9,952
-2,200
-18% -$85.1K 0.05% 249
2019
Q3 		$478K Buy
12,152
+1,450
+14% +$55.6K 0.07% 209
2019
Q2 		$394K Sell
10,702
-300
-3% -$11K 0.06% 238
2019
Q1 		$398K Sell
11,002
-355
-3% -$12.1K 0.06% 236
2018
Q4 		$352K Sell
11,357
-650
-5% -$21.1K 0.07% 234
2018
Q3 		$392K Buy
12,007
+1,500
+14% +$49.8K 0.06% 244
2018
Q2 		$344K Buy
10,507
+1,490
+17% +$46.6K 0.06% 263
2018
Q1 		$280K Buy
9,017
+2,423
+37% +$75.2K 0.07% 206
2017
Q4 		$217K Sell
6,594
-38
-0.6% -$1.25K 0.05% 261
2017
Q3 		$214K Buy
+6,632
New +$215K 0.05% 257
2017
Q2 		– Sell
-7,071
Closed -$223K – 305
2017
Q1 		$223K Buy
+7,071
New +$221K 0.06% 266

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wintrust Investments's XLRE Position: Q2 2024 in Review

Wintrust Investments sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2024, closing a stake of 5,092 shares — an estimated $201K sold.

Wintrust Investments first reported a position in XLRE in Q1 2017 and held it in 18 quarters. The position peaked at $478K in Q3 2019. 657 funds tracked by Wall St. Rank hold XLRE as of Q2 2024.

  • Wintrust Investments reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Wintrust Investments sold 5,092 State Street Real Estate Select Sector SPDR ETF shares in Q2 2024, an estimated $201K.
  • Wintrust Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2017 and held it in 18 quarters.
  • Wintrust Investments's State Street Real Estate Select Sector SPDR ETF position peaked at $478K in Q3 2019.
  • 657 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2024.

Based on Wintrust Investments's 13F filing for Q2 2024, filed 13 Aug 2024.