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

AMJ Financial 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 Q2	–	Sell	-13,011	Closed	-$629K	–	95
2022 Q1	$629K	Buy	13,011 +4,075	+46%	+$191K	0.25%	50
2021 Q4	$463K	Sell	8,936 -3,979	-31%	-$191K	0.17%	65
2021 Q3	$574K	Buy	12,915 +188	+1%	+$8.74K	0.24%	59
2021 Q2	$564K	Buy	+12,727	New	+$546K	0.25%	65

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 $14.7B AUM 47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AMJ Financial Wealth Management's XLRE Position: Q2 2022 in Review

AMJ Financial Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2022, closing a stake of 13,011 shares — an estimated $629K sold.

AMJ Financial Wealth Management first reported a position in XLRE in Q2 2021 and held it in 4 quarters. The position peaked at $629K in Q1 2022. 632 funds tracked by Wall St. Rank hold XLRE as of Q2 2022.

AMJ Financial Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
AMJ Financial Wealth Management sold 13,011 State Street Real Estate Select Sector SPDR ETF shares in Q2 2022, an estimated $629K.
AMJ Financial Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and held it in 4 quarters.
AMJ Financial Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $629K in Q1 2022.
632 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2022.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.