AG
XLRE icon

Appleton Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Appleton Group’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
Q3 		– Sell
-6,833
Closed -$258K – 44
2023
Q2 		$258K Buy
6,833
+764
+13% +$28.2K 0.36% 28
2023
Q1 		$227K Sell
6,069
-252
-4% -$9.68K 0.44% 30
2022
Q4 		$233K Buy
+6,321
New +$233K 0.34% 34

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Appleton Group's XLRE Position: Q3 2023 in Review

Appleton Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2023, closing a stake of 6,833 shares — an estimated $258K sold.

Appleton Group first reported a position in XLRE in Q4 2022 and held it in 3 quarters. The position peaked at $258K in Q2 2023. 588 funds tracked by Wall St. Rank hold XLRE as of Q3 2023.

  • Appleton Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Appleton Group sold 6,833 State Street Real Estate Select Sector SPDR ETF shares in Q3 2023, an estimated $258K.
  • Appleton Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
  • Appleton Group's State Street Real Estate Select Sector SPDR ETF position peaked at $258K in Q2 2023.
  • 588 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.