Bedel Financial Consulting’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bedel Financial Consulting’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	-737	Closed	-$36K	–	939
2022 Q1	$36K	Hold	737	–	–	0.01%	454
2021 Q4	$38K	Hold	737	–	–	0.01%	453
2021 Q3	$33K	Hold	737	–	–	0.01%	463
2021 Q2	$33K	Hold	737	–	–	0.01%	462
2021 Q1	$29K	Hold	737	–	–	0.01%	455
2020 Q4	$27K	Hold	737	–	–	0.01%	410
2020 Q3	$26K	Hold	737	–	–	0.01%	390
2020 Q2	$26K	Hold	737	–	–	0.01%	369
2020 Q1	$23K	Hold	737	–	–	0.02%	376
2019 Q4	$28K	Hold	737	–	–	0.02%	372
2019 Q3	$29K	Hold	737	–	–	0.02%	359
2019 Q2	$27K	Hold	737	–	–	0.02%	367
2019 Q1	$27K	Hold	737	–	–	0.02%	358
2018 Q4	$23K	Hold	737	–	–	0.02%	354
2018 Q3	$23K	Hold	737	–	–	0.02%	368
2018 Q2	$24K	Hold	737	–	–	0.02%	354
2018 Q1	$23K	Buy	+737	New	+$22.9K	0.02%	366

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 22.9% 1-Year Est. Return

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

Bedel Financial Consulting's XLRE Position: Q2 2022 in Review

Bedel Financial Consulting sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2022, closing a stake of 737 shares — an estimated $36K sold.

Bedel Financial Consulting first reported a position in XLRE in Q1 2018 and held it in 17 quarters. The position peaked at $38K in Q4 2021. 631 funds tracked by Wall St. Rank hold XLRE as of Q2 2022.

Bedel Financial Consulting reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 737 State Street Real Estate Select Sector SPDR ETF shares in Q2 2022, an estimated $36K.
Bedel Financial Consulting first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's State Street Real Estate Select Sector SPDR ETF position peaked at $38K in Q4 2021.
631 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.