Cordasco Financial Network’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Cordasco Financial Network’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 Q2	–	Sell	-263	Closed	-$13K	–	607
2022 Q1	$13K	Hold	263	–	–	0.01%	342
2021 Q4	$14K	Hold	263	–	–	0.01%	336
2021 Q3	$12K	Hold	263	–	–	0.01%	362
2021 Q2	$12K	Hold	263	–	–	0.01%	364
2021 Q1	$10K	Hold	263	–	–	0.01%	373
2020 Q4	$10K	Hold	263	–	–	0.01%	326
2020 Q3	$9K	Hold	263	–	–	0.01%	331
2020 Q2	$9K	Hold	263	–	–	0.01%	304
2020 Q1	$8K	Hold	263	–	–	0.01%	287
2019 Q4	$10K	Hold	263	–	–	0.01%	285
2019 Q3	$10K	Hold	263	–	–	0.01%	294
2019 Q2	$10K	Hold	263	–	–	0.01%	288
2019 Q1	$10K	Hold	263	–	–	0.01%	313
2018 Q4	$8K	Buy	+263	New	+$8.52K	0.01%	270

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 $20.6B AUM 59.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cordasco Financial Network's XLRE Position: Q2 2022 in Review

Cordasco Financial Network sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2022, closing a stake of 263 shares — an estimated $13K sold.

Cordasco Financial Network first reported a position in XLRE in Q4 2018 and held it in 14 quarters. The position peaked at $14K in Q4 2021. 632 funds tracked by Wall St. Rank hold XLRE as of Q2 2022.

Cordasco Financial Network reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Cordasco Financial Network sold 263 State Street Real Estate Select Sector SPDR ETF shares in Q2 2022, an estimated $13K.
Cordasco Financial Network first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and held it in 14 quarters.
Cordasco Financial Network's State Street Real Estate Select Sector SPDR ETF position peaked at $14K in Q4 2021.
632 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.