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 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 22.96% 1-Year Est. Return

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

Boston Financial Management's XLRE Position: Q1 2023 in Review

Boston Financial Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2023, closing a stake of 5,844 shares — an estimated $216K sold.

Boston Financial Management first reported a position in XLRE in Q3 2016 and held it in 9 quarters. The position peaked at $2.63M in Q3 2022. 585 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

Boston Financial Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Boston Financial Management sold 5,844 State Street Real Estate Select Sector SPDR ETF shares in Q1 2023, an estimated $216K.
Boston Financial Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 9 quarters.
Boston Financial Management's State Street Real Estate Select Sector SPDR ETF position peaked at $2.63M in Q3 2022.
585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

Based on Boston Financial Management's 13F filing for Q1 2023, filed 12 May 2023.