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Dowling & Yahnke’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Dowling & Yahnke’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 		$2.25M Buy
+62,461
New +$2.62M 0.1% 163
2020
Q1 		– Sell
-1,253
Closed -$48K – 391
2019
Q4 		$48K Buy
+1,253
New +$48.5K ﹤0.01% 322

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Dowling & Yahnke's XLRE Position: Q3 2022 in Review

Dowling & Yahnke opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022: 62,461 shares worth $2.25M. The stake represents 0.1% of the portfolio and ranks #163 among its holdings. This is a return to the name: Dowling & Yahnke previously reported a position in XLRE as recently as Q4 2019.

Dowling & Yahnke first reported a position in XLRE in Q4 2019 and has held it in 2 quarters since. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

  • Dowling & Yahnke held 62,461 shares of State Street Real Estate Select Sector SPDR ETF worth $2.25M as of Q3 2022.
  • State Street Real Estate Select Sector SPDR ETF was a new Dowling & Yahnke position in Q3 2022.
  • State Street Real Estate Select Sector SPDR ETF made up 0.1% of Dowling & Yahnke's portfolio in Q3 2022, its #163 holding.
  • Dowling & Yahnke first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 2 quarters since.
  • 585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.