Adams Chetwood Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Adams Chetwood Wealth Management’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 Q1	$3.88M	Buy	80,275 +1,434	+2%	+$67.2K	2.2%	11
2021 Q4	$4.08M	Buy	78,841 +1,790	+2%	+$86.1K	2.78%	9
2021 Q3	$3.42M	Buy	77,051 +391	+0.5%	+$18.2K	2.48%	11
2021 Q2	$3.4M	Buy	76,660 +665	+0.9%	+$28.5K	2.4%	9
2021 Q1	$3M	Buy	+75,995	New	+$2.86M	2.29%	9

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

HIIFS

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Adams Chetwood Wealth Management's XLRE Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.8% in Q1 2022, buying an estimated $67.2K and bringing the position to 80,275 shares worth $3.88M. The position accounts for 2.2% of the portfolio, ranked #11.

Adams Chetwood Wealth Management first reported a position in XLRE in Q1 2021 and has held it in 5 quarters since. The position peaked at $4.08M in Q4 2021. 638 funds tracked by Wall St. Rank hold XLRE as of Q1 2022.

Adams Chetwood Wealth Management held 80,275 shares of State Street Real Estate Select Sector SPDR ETF worth $3.88M as of Q1 2022.
Adams Chetwood Wealth Management bought 1,434 State Street Real Estate Select Sector SPDR ETF shares in Q1 2022, an estimated $67.2K.
State Street Real Estate Select Sector SPDR ETF made up 2.2% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #11 holding.
Adams Chetwood Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and has held it in 5 quarters since.
Adams Chetwood Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $4.08M in Q4 2021.
638 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.