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Core Wealth Advisors (Florida)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Core Wealth Advisors (Florida)’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
Q3 		– Sell
-250
Closed -$10K – 234
2022
Q2 		$10K Buy
+250
New +$11.1K 0.01% 145
2020
Q1 		– Sell
-156,633
Closed -$6.06M – 175
2019
Q4 		$6.06M Buy
+156,633
New +$6.06M 3.48% 12

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Core Wealth Advisors (Florida)'s XLRE Position: Q3 2022 in Review

Core Wealth Advisors (Florida) sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022, closing a stake of 250 shares — an estimated $10K sold.

Core Wealth Advisors (Florida) first reported a position in XLRE in Q4 2019 and held it in 2 quarters. The position peaked at $6.06M in Q4 2019. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

  • Core Wealth Advisors (Florida) reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 250 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $10K.
  • Core Wealth Advisors (Florida) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 2 quarters.
  • Core Wealth Advisors (Florida)'s State Street Real Estate Select Sector SPDR ETF position peaked at $6.06M in Q4 2019.
  • 585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2022, filed 10 Nov 2022.