BRWM
XLRE icon

B. Riley Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

B. Riley 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 		$348 Buy
8,520
+3,354
+65% +$150K ﹤0.01% 501
2022
Q1 		$250K Sell
5,166
-1,359
-21% -$63.7K 0.02% 499
2021
Q4 		$338K Buy
+6,525
New +$314K 0.02% 443
2019
Q4 		– Sell
-9,182
Closed -$361K – 442
2019
Q3 		$361K Sell
9,182
-11,401
-55% -$437K 0.06% 251
2019
Q2 		$757 Buy
20,583
+14,965
+266% +$547K 0.12% 164
2019
Q1 		$203K Buy
+5,618
New +$192K 0.04% 347

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return