Capitol Family Office’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Capitol Family Office’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 Q3	–	Sell	-140,034	Closed	-$5.72M	–	19
2022 Q2	$5.72M	Sell	140,034 -708	-0.5%	-$31.6K	5.89%	5
2022 Q1	$6.8M	Sell	140,742 -51,734	-27%	-$2.42M	5.48%	7
2021 Q4	$9.97M	Buy	+192,476	New	+$9.26M	6.84%	7

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capitol Family Office's XLRE Position: Q3 2022 in Review

Capitol Family Office sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022, closing a stake of 140,034 shares — an estimated $5.72M sold.

Capitol Family Office first reported a position in XLRE in Q4 2021 and held it in 3 quarters. The position peaked at $9.97M in Q4 2021. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

Capitol Family Office reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Capitol Family Office sold 140,034 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $5.72M.
Capitol Family Office first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
Capitol Family Office's State Street Real Estate Select Sector SPDR ETF position peaked at $9.97M in Q4 2021.
585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on Capitol Family Office's 13F filing for Q3 2022, filed 14 Oct 2022.