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

American Trust’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 		– Sell
-5,451
Closed -$201K – 497
2022
Q4 		$201K Buy
+5,451
New +$201K 0.02% 413

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Trust's XLRE Position: Q1 2023 in Review

American Trust sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2023, closing a stake of 5,451 shares — an estimated $201K sold.

American Trust first reported a position in XLRE in Q4 2022 and held it in 1 quarter. The position peaked at $201K in Q4 2022. 586 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

  • American Trust reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • American Trust sold 5,451 State Street Real Estate Select Sector SPDR ETF shares in Q1 2023, an estimated $201K.
  • American Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • American Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $201K in Q4 2022.
  • 586 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

Based on American Trust's 13F filing for Q1 2023, filed 22 May 2023.