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

Baron 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
2022 Q3	–	Sell	-824	Closed	-$33.7K	–	204
2022 Q2	$33.7K	Sell	824 -94	-10%	-$4.19K	0.02%	99
2022 Q1	$44.4K	Buy	918 +41	+5%	+$1.92K	0.03%	97
2021 Q4	$45.4K	Sell	877 -64	-7%	-$3.08K	0.03%	95
2021 Q3	$41.8K	Hold	941	–	–	0.03%	102
2021 Q2	$41.7K	Sell	941 -200	-18%	-$8.57K	0.03%	103
2021 Q1	$45.1K	Sell	1,141 -200	-15%	-$7.52K	0.03%	94
2020 Q4	$49K	Hold	1,341	–	–	0.04%	85
2020 Q3	$47.3K	Buy	+1,341	New	+$47.8K	0.04%	87

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baron Financial Group's XLRE Position: Q3 2022 in Review

Baron Financial Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022, closing a stake of 824 shares — an estimated $33.7K sold.

Baron Financial Group first reported a position in XLRE in Q3 2020 and held it in 8 quarters. The position peaked at $49K in Q4 2020. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

Baron Financial Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 824 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $33.7K.
Baron Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $49K in Q4 2020.
585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.