Clear Perspectives Financial Planning’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Clear Perspectives Financial Planning’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	$3.74K	Sell	100 -405	-80%	-$15.6K	﹤0.01%	166
2022 Q4	$18.6K	Hold	505	–	–	0.01%	125
2022 Q3	$18K	Hold	505	–	–	0.01%	127
2022 Q2	$21K	Sell	505 -300	-37%	-$13.4K	0.01%	124
2022 Q1	$39K	Hold	805	–	–	0.01%	104
2021 Q4	$42K	Hold	805	–	–	0.02%	111
2021 Q3	$36K	Buy	805 +405	+101%	+$18.8K	0.02%	115
2021 Q2	$18K	Hold	400	–	–	0.01%	144
2021 Q1	$16K	Hold	400	–	–	0.01%	136
2020 Q4	$15K	Buy	+400	New	+$14.5K	0.01%	133

Other funds holding XLRE

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Perspectives Financial Planning's XLRE Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 80% in Q1 2023, selling an estimated $15.6K and leaving 100 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Clear Perspectives Financial Planning first reported a position in XLRE in Q4 2020 and has held it in 10 quarters since. The position peaked at $42K in Q4 2021. 586 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

Clear Perspectives Financial Planning held 100 shares of State Street Real Estate Select Sector SPDR ETF worth $3.74K as of Q1 2023.
Clear Perspectives Financial Planning sold 405 State Street Real Estate Select Sector SPDR ETF shares in Q1 2023, an estimated $15.6K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #166 holding.
Clear Perspectives Financial Planning first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's State Street Real Estate Select Sector SPDR ETF position peaked at $42K in Q4 2021.
586 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.