Comerica Securities’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Comerica Securities’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 Q3	$372K	Buy	10,908 +23	+0.2%	+$851	0.03%	322
2023 Q2	$410K	Buy	10,885 +16	+0.1%	+$590	0.03%	323
2023 Q1	$406K	Buy	10,869 +3,487	+47%	+$134K	0.03%	328
2022 Q4	$273K	Sell	7,382 -2,627	-26%	-$97K	0.02%	402
2022 Q3	$360K	Sell	10,009 -1,038	-9%	-$43.5K	0.03%	323
2022 Q2	$451K	Sell	11,047 -1,510	-12%	-$67.3K	0.03%	312
2022 Q1	$607K	Buy	12,557 +7	+0.1%	+$328	0.04%	291
2021 Q4	$650K	Buy	12,550 +4,517	+56%	+$217K	0.04%	289
2021 Q3	$357K	Buy	8,033 +1,858	+30%	+$86.3K	0.03%	373
2021 Q2	$274K	Buy	+6,175	New	+$265K	0.02%	418

Other funds holding XLRE

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

Comerica Securities's XLRE Position: Q3 2023 in Review

Comerica Securities increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.21% in Q3 2023, buying an estimated $851 and bringing the position to 10,908 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #322.

Comerica Securities first reported a position in XLRE in Q2 2021 and has held it in 10 quarters since. The position peaked at $650K in Q4 2021. 588 funds tracked by Wall St. Rank hold XLRE as of Q3 2023.

Comerica Securities held 10,908 shares of State Street Real Estate Select Sector SPDR ETF worth $372K as of Q3 2023.
Comerica Securities bought 23 State Street Real Estate Select Sector SPDR ETF shares in Q3 2023, an estimated $851.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Comerica Securities's portfolio in Q3 2023, its #322 holding.
Comerica Securities first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and has held it in 10 quarters since.
Comerica Securities's State Street Real Estate Select Sector SPDR ETF position peaked at $650K in Q4 2021.
588 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.