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Cascadia Advisory Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Cascadia Advisory Services’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
2021
Q3 		$2.94M Buy
+66,191
New +$3.08M 0.6% 46

Other funds holding XLRE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cascadia Advisory Services's XLRE Position: Q3 2021 in Review

Cascadia Advisory Services opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2021: 66,191 shares worth $2.94M. The stake represents 0.6% of the portfolio and ranks #46 among its holdings.

544 funds tracked by Wall St. Rank hold XLRE as of Q3 2021.

  • Cascadia Advisory Services held 66,191 shares of State Street Real Estate Select Sector SPDR ETF worth $2.94M as of Q3 2021.
  • State Street Real Estate Select Sector SPDR ETF was a new Cascadia Advisory Services position in Q3 2021.
  • State Street Real Estate Select Sector SPDR ETF made up 0.6% of Cascadia Advisory Services's portfolio in Q3 2021, its #46 holding.
  • 544 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.