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

BerganKDV 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
2023 Q1	–	Sell	-408	Closed	-$15.1K	–	1123
2022 Q4	$15.1K	Buy	+408	New	+$15.1K	﹤0.01%	522
2020 Q2	–	Sell	-174	Closed	-$5K	–	1110
2020 Q1	$5K	Hold	174	–	–	﹤0.01%	590
2019 Q4	$7K	Hold	174	–	–	﹤0.01%	580
2019 Q3	$7K	Hold	174	–	–	﹤0.01%	535
2019 Q2	$6K	Hold	174	–	–	﹤0.01%	576
2019 Q1	$6K	Hold	174	–	–	﹤0.01%	581
2018 Q4	$5K	Buy	+174	New	+$5.64K	﹤0.01%	551

Other funds holding XLRE

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

BerganKDV Wealth Management's XLRE Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2023, closing a stake of 408 shares — an estimated $15.1K sold.

BerganKDV Wealth Management first reported a position in XLRE in Q4 2018 and held it in 7 quarters. The position peaked at $15.1K in Q4 2022. 585 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

BerganKDV Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 408 State Street Real Estate Select Sector SPDR ETF shares in Q1 2023, an estimated $15.1K.
BerganKDV Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and held it in 7 quarters.
BerganKDV Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $15.1K in Q4 2022.
585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.