Acorn Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Acorn Wealth 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	-9,937	Closed	-$406K	–	167
2022 Q2	$406K	Buy	9,937 +69	+0.7%	+$3.08K	0.32%	83
2022 Q1	$477K	Buy	9,868 +498	+5%	+$23.3K	0.33%	74
2021 Q4	$485K	Buy	+9,370	New	+$451K	0.31%	79
2018 Q3	–	Sell	-1,984	Closed	-$65K	–	458
2018 Q2	$65K	Sell	1,984 -287	-13%	-$8.98K	0.06%	228
2018 Q1	$70K	Buy	2,271 +922	+68%	+$28.6K	0.06%	211
2017 Q4	$44K	Buy	+1,349	New	+$44.5K	0.04%	274

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Acorn Wealth Advisors's XLRE Position: Q3 2022 in Review

Acorn Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022, closing a stake of 9,937 shares — an estimated $406K sold.

Acorn Wealth Advisors first reported a position in XLRE in Q4 2017 and held it in 6 quarters. The position peaked at $485K in Q4 2021. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

Acorn Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Acorn Wealth Advisors sold 9,937 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $406K.
Acorn Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
Acorn Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $485K in Q4 2021.
585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on Acorn Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.