Bard Financial Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bard Financial Services’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	-33,049	Closed	-$1.25M	–	324
2023 Q2	$1.25M	Sell	33,049 -32,635	-50%	-$1.2M	0.09%	152
2023 Q1	$2.46M	Sell	65,684 -10,261	-14%	-$394K	0.2%	104
2022 Q4	$2.81M	Buy	75,945 +22,974	+43%	+$848K	0.24%	93
2022 Q3	$1.91M	Buy	52,971 +21,371	+68%	+$895K	0.18%	116
2022 Q2	$1.29M	Buy	+31,600	New	+$1.41M	0.12%	135

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $495B AUM 43.24% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bard Financial Services's XLRE Position: Q3 2023 in Review

Bard Financial Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2023, closing a stake of 33,049 shares — an estimated $1.25M sold.

Bard Financial Services first reported a position in XLRE in Q2 2022 and held it in 5 quarters. The position peaked at $2.81M in Q4 2022. 587 funds tracked by Wall St. Rank hold XLRE as of Q3 2023.

Bard Financial Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 33,049 State Street Real Estate Select Sector SPDR ETF shares in Q3 2023, an estimated $1.25M.
Bard Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and held it in 5 quarters.
Bard Financial Services's State Street Real Estate Select Sector SPDR ETF position peaked at $2.81M in Q4 2022.
587 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.