BFM
XLRE icon

Boston Financial Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Boston Financial 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
-5,844
Closed -$216K – 328
2022
Q4 		$216K Sell
5,844
-67,231
-92% -$2.48M 0.01% 305
2022
Q3 		$2.63M Buy
73,075
+13,535
+23% +$567K 0.11% 109
2022
Q2 		$2.43M Buy
59,540
+6,072
+11% +$271K 0.1% 110
2022
Q1 		$2.58M Buy
53,468
+19,146
+56% +$897K 0.1% 113
2021
Q4 		$1.78M Buy
34,322
+3,787
+12% +$182K 0.06% 118
2021
Q3 		$1.36M Buy
+30,535
New +$1.42M 0.06% 128
2017
Q2 		– Sell
-6,581
Closed -$208K – 283
2017
Q1 		$208K Sell
6,581
-7,605
-54% -$237K 0.02% 260
2016
Q4 		$436K Sell
14,186
-8,537
-38% -$261K 0.03% 211
2016
Q3 		$745K Buy
+22,723
New +$762K 0.06% 187

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return