1IA
XLRE icon

1834 Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

1834 Investment 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
2022
Q3 		– Sell
-200
Closed -$8K – 458
2022
Q2 		$8K Sell
200
-249
-55% -$11.1K ﹤0.01% 390
2022
Q1 		$22K Hold
449
– – ﹤0.01% 311
2021
Q4 		$23K Hold
449
– – ﹤0.01% 321
2021
Q3 		$20K Hold
449
– – ﹤0.01% 343
2021
Q2 		$20K Buy
449
+249
+125% +$10.7K ﹤0.01% 367
2021
Q1 		$8K Sell
200
-238
-54% -$8.95K ﹤0.01% 410
2020
Q4 		$16K Hold
438
– – ﹤0.01% 339
2020
Q3 		$15K Hold
438
– – ﹤0.01% 323
2020
Q2 		$15K Sell
438
-483
-52% -$16.3K ﹤0.01% 308
2020
Q1 		$29K Sell
921
-58
-6% -$2.17K 0.01% 282
2019
Q4 		$38K Sell
979
-158
-14% -$6.11K 0.01% 292
2019
Q3 		$45K Sell
1,137
-169
-13% -$6.49K 0.01% 284
2019
Q2 		$48K Sell
1,306
-468
-26% -$17.1K 0.01% 289
2019
Q1 		$64K Sell
1,774
-547
-24% -$18.7K 0.01% 258
2018
Q4 		$72K Sell
2,321
-124
-5% -$4.02K 0.01% 244
2018
Q3 		$80K Sell
2,445
-397
-14% -$13.2K 0.01% 248
2018
Q2 		$93K Sell
2,842
-613
-18% -$19.2K 0.01% 233
2018
Q1 		$108K Sell
3,455
-1,585
-31% -$49.2K 0.02% 211
2017
Q4 		$166K Sell
5,040
-5,580
-53% -$184K 0.03% 196
2017
Q3 		$342K Sell
10,620
-3,895
-27% -$126K 0.06% 133
2017
Q2 		$467K Buy
14,515
+7,007
+93% +$224K 0.09% 127
2017
Q1 		$237K Buy
7,508
+299
+4% +$9.32K 0.05% 172
2016
Q4 		$222K Buy
+7,209
New +$221K 0.04% 162

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

1834 Investment Advisors's XLRE Position: Q3 2022 in Review

1834 Investment Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022, closing a stake of 200 shares — an estimated $8K sold.

1834 Investment Advisors first reported a position in XLRE in Q4 2016 and held it in 23 quarters. The position peaked at $467K in Q2 2017. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

  • 1834 Investment Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 200 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $8K.
  • 1834 Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and held it in 23 quarters.
  • 1834 Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $467K in Q2 2017.
  • 585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.