Cumberland Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Cumberland Partners’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	-12,488	Closed	-$450K	–	184
2022 Q3	$450K	Buy	12,488 +83	+0.7%	+$3.48K	0.05%	133
2022 Q2	$507K	Buy	12,405 +40	+0.3%	+$1.78K	0.05%	136
2022 Q1	$597K	Buy	12,365 +22	+0.2%	+$1.03K	0.05%	135
2021 Q4	$640K	Buy	12,343 +409	+3%	+$19.7K	0.05%	143
2021 Q3	$531K	Sell	11,934 -1,055	-8%	-$49K	0.04%	150
2021 Q2	$576K	Buy	+12,989	New	+$557K	0.05%	137

Other funds holding XLRE

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cumberland Partners's XLRE Position: Q4 2022 in Review

Cumberland Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2022, closing a stake of 12,488 shares — an estimated $450K sold.

Cumberland Partners first reported a position in XLRE in Q2 2021 and held it in 6 quarters. The position peaked at $640K in Q4 2021. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

Cumberland Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Cumberland Partners sold 12,488 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $450K.
Cumberland Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and held it in 6 quarters.
Cumberland Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $640K in Q4 2021.
613 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on Cumberland Partners's 13F filing for Q4 2022, filed 6 Feb 2023.