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AJ Wealth Strategies’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

AJ Wealth Strategies’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
Q2 		– Sell
-4,483
Closed -$217K – 348
2022
Q1 		$217K Hold
4,483
– – 0.01% 289
2021
Q4 		$232K Buy
+4,483
New +$216K 0.01% 270

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AJ Wealth Strategies's XLRE Position: Q2 2022 in Review

AJ Wealth Strategies sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2022, closing a stake of 4,483 shares — an estimated $217K sold.

AJ Wealth Strategies first reported a position in XLRE in Q4 2021 and held it in 2 quarters. The position peaked at $232K in Q4 2021. 632 funds tracked by Wall St. Rank hold XLRE as of Q2 2022.

  • AJ Wealth Strategies reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 4,483 State Street Real Estate Select Sector SPDR ETF shares in Q2 2022, an estimated $217K.
  • AJ Wealth Strategies first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • AJ Wealth Strategies's State Street Real Estate Select Sector SPDR ETF position peaked at $232K in Q4 2021.
  • 632 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2022.

Based on AJ Wealth Strategies's 13F filing for Q2 2022, filed 4 Aug 2022.