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Beaird Harris Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Beaird Harris 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 		– Sell
-129
Closed -$6K – 632
2022
Q1 		$6K Buy
129
+8
+7% +$375 ﹤0.01% 413
2021
Q4 		$6K Buy
+121
New +$5.82K ﹤0.01% 461

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

Beaird Harris Wealth Management's XLRE Position: Q2 2022 in Review

Beaird Harris Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2022, closing a stake of 129 shares — an estimated $6K sold.

Beaird Harris Wealth Management first reported a position in XLRE in Q4 2021 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 632 funds tracked by Wall St. Rank hold XLRE as of Q2 2022.

  • Beaird Harris Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 129 State Street Real Estate Select Sector SPDR ETF shares in Q2 2022, an estimated $6K.
  • Beaird Harris Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Beaird Harris Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $6K in Q1 2022.
  • 632 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.