Dixon Hughes Goodman Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 Q1	$804K	Sell	16,632 -565	-3%	-$26.5K	0.23%	71
2021 Q4	$891K	Buy	+17,197	New	+$827K	0.29%	54

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's XLRE Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3.3% in Q1 2022, selling an estimated $26.5K and leaving 16,632 shares worth $804K. The position accounts for 0.23% of the portfolio, ranked #71.

Dixon Hughes Goodman Wealth Advisors first reported a position in XLRE in Q4 2021 and has held it in 2 quarters since. The position peaked at $891K in Q4 2021. 638 funds tracked by Wall St. Rank hold XLRE as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 16,632 shares of State Street Real Estate Select Sector SPDR ETF worth $804K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 565 State Street Real Estate Select Sector SPDR ETF shares in Q1 2022, an estimated $26.5K.
State Street Real Estate Select Sector SPDR ETF made up 0.23% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #71 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $891K in Q4 2021.
638 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.