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	$348K	Buy	8,520 +3,354	+65%	+$150K	0.04%	390
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	$757K	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Management's XLRE Position: Q2 2022 in Review

B. Riley Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 65% in Q2 2022, buying an estimated $150K and bringing the position to 8,520 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #390.

B. Riley Wealth Management first reported a position in XLRE in Q1 2019 and has held it in 6 quarters since. The position peaked at $757K in Q2 2019. 631 funds tracked by Wall St. Rank hold XLRE as of Q2 2022.

B. Riley Wealth Management held 8,520 shares of State Street Real Estate Select Sector SPDR ETF worth $348K as of Q2 2022.
B. Riley Wealth Management bought 3,354 State Street Real Estate Select Sector SPDR ETF shares in Q2 2022, an estimated $150K.
State Street Real Estate Select Sector SPDR ETF made up 0.04% of B. Riley Wealth Management's portfolio in Q2 2022, its #390 holding.
B. Riley Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and has held it in 6 quarters since.
B. Riley Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $757K in Q2 2019.
631 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.