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Castle Financial & Retirement Planning Associates’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Castle Financial & Retirement Planning Associates’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
Q4 		$11K Buy
+240
New +$11.5K 0.04% 100

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 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 $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's XLRE Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2021: 240 shares worth $11K. The stake represents 0.04% of the portfolio and ranks #100 among its holdings.

649 funds tracked by Wall St. Rank hold XLRE as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 240 shares of State Street Real Estate Select Sector SPDR ETF worth $11K as of Q4 2021.
  • State Street Real Estate Select Sector SPDR ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • State Street Real Estate Select Sector SPDR ETF made up 0.04% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #100 holding.
  • 649 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.