Asset Management Corp’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Asset Management Corp’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	$319K	Sell	8,522 -2	-0%	-$77	0.25%	89
2022 Q4	$315K	Sell	8,524 -62	-0.7%	-$2.29K	0.26%	105
2022 Q3	$309K	Buy	8,586 +3,444	+67%	+$144K	0.19%	111
2022 Q2	$210K	Buy	+5,142	New	+$229K	0.14%	140

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Asset Management Corp's XLRE Position: Q1 2023 in Review

Asset Management Corp reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.02% in Q1 2023, selling an estimated $77 and leaving 8,522 shares worth $319K. The position accounts for 0.25% of the portfolio, ranked #89.

Asset Management Corp first reported a position in XLRE in Q2 2022 and has held it in 4 quarters since. 586 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

Asset Management Corp held 8,522 shares of State Street Real Estate Select Sector SPDR ETF worth $319K as of Q1 2023.
Asset Management Corp sold 2 State Street Real Estate Select Sector SPDR ETF shares in Q1 2023, an estimated $77.
State Street Real Estate Select Sector SPDR ETF made up 0.25% of Asset Management Corp's portfolio in Q1 2023, its #89 holding.
Asset Management Corp first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and has held it in 4 quarters since.
586 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.