Atlas Private Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Atlas Private Wealth 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
2023 Q3	–	Sell	-20,718	Closed	-$781K	–	196
2023 Q2	$781K	Buy	20,718 +9,353	+82%	+$345K	0.16%	86
2023 Q1	$425K	Sell	11,365 -1,885	-14%	-$72.4K	0.2%	85
2022 Q4	$489K	Sell	13,250 -1,635	-11%	-$60.3K	0.26%	78
2022 Q3	$536K	Sell	14,885 -592	-4%	-$24.8K	0.32%	76
2022 Q2	$632K	Sell	15,477 -85,071	-85%	-$3.79M	0.38%	67
2022 Q1	$4.86M	Buy	100,548 +17,277	+21%	+$810K	2.16%	13
2021 Q4	$4.31M	Sell	83,271 -7,838	-9%	-$377K	1.99%	14
2021 Q3	$4.05M	Sell	91,109 -6,287	-6%	-$292K	2.12%	11
2021 Q2	$4.32M	Buy	97,396 +2,944	+3%	+$126K	2.34%	11
2021 Q1	$3.73M	Buy	94,452 +72,067	+322%	+$2.71M	2.08%	11
2020 Q4	$818K	Buy	22,385 +10,045	+81%	+$364K	0.55%	39
2020 Q3	$435K	Sell	12,340 -989	-7%	-$35.2K	0.36%	63
2020 Q2	$464K	Buy	+13,329	New	+$450K	0.41%	56

Other funds holding XLRE

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $14.7B AUM 47% 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

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

Atlas Private Wealth Advisors's XLRE Position: Q3 2023 in Review

Atlas Private Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2023, closing a stake of 20,718 shares — an estimated $781K sold.

Atlas Private Wealth Advisors first reported a position in XLRE in Q2 2020 and held it in 13 quarters. The position peaked at $4.86M in Q1 2022. 588 funds tracked by Wall St. Rank hold XLRE as of Q3 2023.

Atlas Private Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 20,718 State Street Real Estate Select Sector SPDR ETF shares in Q3 2023, an estimated $781K.
Atlas Private Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and held it in 13 quarters.
Atlas Private Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $4.86M in Q1 2022.
588 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.