Act Two Investors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Act Two Investors’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
2023 Q2	–	Sell	-18,029	Closed	-$674K	–	41
2023 Q1	$674K	Buy	+18,029	New	+$692K	0.27%	28
2022 Q2	–	Sell	-4,390	Closed	-$212K	–	28
2022 Q1	$212K	Sell	4,390 -275	-6%	-$12.9K	0.17%	25
2021 Q4	$242K	Buy	+4,665	New	+$224K	0.19%	25
2021 Q2	–	Sell	-84,345	Closed	-$3.33M	–	37
2021 Q1	$3.33M	Sell	84,345 -46,940	-36%	-$1.77M	0.73%	26
2020 Q4	$4.8M	Buy	+131,285	New	+$4.76M	1.21%	18

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

Act Two Investors's XLRE Position: Q2 2023 in Review

Act Two Investors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2023, closing a stake of 18,029 shares — an estimated $674K sold.

Act Two Investors first reported a position in XLRE in Q4 2020 and held it in 5 quarters. The position peaked at $4.8M in Q4 2020. 592 funds tracked by Wall St. Rank hold XLRE as of Q2 2023.

Act Two Investors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Act Two Investors sold 18,029 State Street Real Estate Select Sector SPDR ETF shares in Q2 2023, an estimated $674K.
Act Two Investors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
Act Two Investors's State Street Real Estate Select Sector SPDR ETF position peaked at $4.8M in Q4 2020.
592 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2023.

Based on Act Two Investors's 13F filing for Q2 2023, filed 11 Aug 2023.