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Crumly & Associates’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Crumly & 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
2022
Q4 		– Sell
-100,550
Closed -$3.62M – 116
2022
Q3 		$3.62M Buy
100,550
+24,285
+32% +$1.02M 1.49% 22
2022
Q2 		$3.12M Buy
+76,265
New +$3.4M 1.29% 23

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Crumly & Associates's XLRE Position: Q4 2022 in Review

Crumly & Associates sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2022, closing a stake of 100,550 shares — an estimated $3.62M sold.

Crumly & Associates first reported a position in XLRE in Q2 2022 and held it in 2 quarters. The position peaked at $3.62M in Q3 2022. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

  • Crumly & Associates reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Crumly & Associates sold 100,550 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $3.62M.
  • Crumly & Associates first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
  • Crumly & Associates's State Street Real Estate Select Sector SPDR ETF position peaked at $3.62M in Q3 2022.
  • 613 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on Crumly & Associates's 13F filing for Q4 2022, filed 3 Mar 2023.