Zurich Insurance Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Zurich Insurance Group’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 Q3	–	Sell	-19,750	Closed	-$765K	–	259
2024 Q2	$765K	Sell	19,750 -57,160	-74%	-$2.15M	0.01%	223
2024 Q1	$2.98M	Buy	76,910 +31,890	+71%	+$1.24M	0.03%	147
2023 Q4	$1.78M	Hold	45,020	–	–	0.02%	179
2023 Q3	$1.55M	Hold	45,020	–	–	0.02%	183
2023 Q2	$1.73M	Buy	45,020 +12,990	+41%	+$479K	0.02%	161
2023 Q1	$1.19M	Hold	32,030	–	–	0.02%	205
2022 Q4	$1.09M	Hold	32,030	–	–	0.02%	180
2022 Q3	$1.09M	Buy	32,030 +13,300	+71%	+$557K	0.02%	174
2022 Q2	$765K	Sell	18,730 -7,430	-28%	-$331K	0.01%	210
2022 Q1	$1.26M	Hold	26,160	–	–	0.02%	171
2021 Q4	$1.35M	Sell	26,160 -8,430	-24%	-$406K	0.02%	164
2021 Q3	$1.46M	Buy	34,590 +26,120	+308%	+$1.21M	0.02%	163
2021 Q2	$357K	Hold	8,470	–	–	﹤0.01%	214
2021 Q1	$357K	Sell	8,470 -6,900	-45%	-$259K	0.01%	196
2020 Q4	$548K	Buy	+15,370	New	+$558K	0.01%	189
2020 Q3	–	Sell	-50,853	Closed	-$1.63M	–	190
2020 Q2	$1.63M	Buy	50,853 +2,620	+5%	+$88.5K	0.03%	120
2020 Q1	$1.54M	Buy	+48,233	New	+$1.8M	0.03%	110

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

Squarepoint New York $85.1B AUM 20.93% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Zurich Insurance Group's XLRE Position: Q3 2024 in Review

Zurich Insurance Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2024, closing a stake of 19,750 shares — an estimated $765K sold.

Zurich Insurance Group first reported a position in XLRE in Q1 2020 and held it in 17 quarters. The position peaked at $2.98M in Q1 2024. 742 funds tracked by Wall St. Rank hold XLRE as of Q3 2024.

Zurich Insurance Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Zurich Insurance Group sold 19,750 State Street Real Estate Select Sector SPDR ETF shares in Q3 2024, an estimated $765K.
Zurich Insurance Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and held it in 17 quarters.
Zurich Insurance Group's State Street Real Estate Select Sector SPDR ETF position peaked at $2.98M in Q1 2024.
742 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2024.

Based on Zurich Insurance Group's 13F filing for Q3 2024, filed 14 Nov 2024.