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

Barber Financial 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 Q1	$255K	Hold	6,819	–	–	0.04%	118
2022 Q4	$252K	Hold	6,819	–	–	0.07%	112
2022 Q3	$246K	Hold	6,819	–	–	0.07%	114
2022 Q2	$279K	Hold	6,819	–	–	0.05%	116
2022 Q1	$329K	Hold	6,819	–	–	0.04%	106
2021 Q4	$353K	Hold	6,819	–	–	0.04%	119
2021 Q3	$303K	Hold	6,819	–	–	0.04%	127
2021 Q2	$302K	Hold	6,819	–	–	0.04%	119
2021 Q1	$269K	Hold	6,819	–	–	0.04%	120
2020 Q4	$249K	Hold	6,819	–	–	0.05%	118
2020 Q3	$241K	Hold	6,819	–	–	0.05%	109
2020 Q2	$237K	Hold	6,819	–	–	0.06%	104
2020 Q1	$211K	Buy	+6,819	New	+$255K	0.07%	100

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 $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

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

Barber Financial Group's XLRE Position: Q1 2023 in Review

Barber Financial Group held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2023 at 6,819 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #118.

Barber Financial Group first reported a position in XLRE in Q1 2020 and has held it in 13 quarters since. The position peaked at $353K in Q4 2021. 586 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

Barber Financial Group held 6,819 shares of State Street Real Estate Select Sector SPDR ETF worth $255K as of Q1 2023.
Barber Financial Group left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2023.
State Street Real Estate Select Sector SPDR ETF made up 0.04% of Barber Financial Group's portfolio in Q1 2023, its #118 holding.
Barber Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and has held it in 13 quarters since.
Barber Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $353K in Q4 2021.
586 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.