Ahrens Investment Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Ahrens Investment Partners’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 Q1	$54.4K	Buy	+1,456	New	+$55.9K	0.03%	308
2022 Q2	–	Sell	-2,130	Closed	-$103K	–	1078
2022 Q1	$103K	Buy	2,130 +350	+20%	+$16.4K	0.03%	266
2021 Q4	$92K	Buy	+1,780	New	+$85.6K	0.04%	300
2019 Q4	–	Sell	-7,565	Closed	-$298K	–	175
2019 Q3	$298K	Sell	7,565 -230	-3%	-$8.83K	0.13%	116
2019 Q2	$287K	Buy	7,795 +1,640	+27%	+$59.9K	0.13%	111
2019 Q1	$223K	Buy	+6,155	New	+$210K	0.1%	132

Other funds holding XLRE

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $14.7B AUM 47% 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

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

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

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

Ahrens Investment Partners's XLRE Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2023: 1,456 shares worth $54.4K. The stake represents 0.03% of the portfolio and ranks #308 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in XLRE as recently as Q1 2022.

Ahrens Investment Partners first reported a position in XLRE in Q1 2019 and has held it in 6 quarters since. The position peaked at $298K in Q3 2019. 586 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

Ahrens Investment Partners held 1,456 shares of State Street Real Estate Select Sector SPDR ETF worth $54.4K as of Q1 2023.
State Street Real Estate Select Sector SPDR ETF was a new Ahrens Investment Partners position in Q1 2023.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #308 holding.
Ahrens Investment Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and has held it in 6 quarters since.
Ahrens Investment Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $298K in Q3 2019.
586 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.