American Portfolios Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

American Portfolios 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	$262K	Sell	7,264 -342	-4%	-$14.3K	0.01%	916
2022 Q2	$311K	Sell	7,606 -8,083	-52%	-$360K	0.01%	861
2022 Q1	$758K	Buy	15,689 +2,153	+16%	+$101K	0.03%	573
2021 Q4	$701K	Buy	13,536 +509	+4%	+$24.5K	0.02%	601
2021 Q3	$579K	Buy	13,027 +3,912	+43%	+$182K	0.02%	640
2021 Q2	$404K	Buy	9,115 +5,637	+162%	+$242K	0.02%	814
2021 Q1	$137K	Buy	3,478 +96	+3%	+$3.61K	0.01%	1196
2020 Q4	$124K	Sell	3,382 -450	-12%	-$16.3K	0.01%	1062
2020 Q3	$135K	Sell	3,832 -229	-6%	-$8.16K	0.01%	954
2020 Q2	$141K	Sell	4,061 -41	-1%	-$1.39K	0.01%	867
2020 Q1	$127K	Sell	4,102 -51	-1%	-$1.91K	0.01%	806
2019 Q4	$161K	Buy	4,153 +281	+7%	+$10.9K	0.01%	831
2019 Q3	$152K	Buy	3,872 +168	+5%	+$6.45K	0.01%	808
2019 Q2	$136K	Buy	3,704 +528	+17%	+$19.3K	0.01%	858
2019 Q1	$115K	Buy	3,176 +465	+17%	+$15.9K	0.01%	828
2018 Q4	$84K	Sell	2,711 -107	-4%	-$3.47K	0.01%	801
2018 Q3	$91.9K	Sell	2,818 -219	-7%	-$7.27K	0.01%	869
2018 Q2	$99.3K	Sell	3,037 -1,054	-26%	-$33K	0.01%	808
2018 Q1	$127K	Buy	4,091 +178	+5%	+$5.53K	0.02%	671
2017 Q4	$129K	Buy	+3,913	New	+$129K	0.02%	652

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 $20.6B AUM 59.59% 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

American Portfolios Advisors's XLRE Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 4.5% in Q3 2022, selling an estimated $14.3K and leaving 7,264 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #916.

American Portfolios Advisors first reported a position in XLRE in Q4 2017 and has held it in 20 quarters since. The position peaked at $758K in Q1 2022. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

American Portfolios Advisors held 7,264 shares of State Street Real Estate Select Sector SPDR ETF worth $262K as of Q3 2022.
American Portfolios Advisors sold 342 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $14.3K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #916 holding.
American Portfolios Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $758K in Q1 2022.
585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.