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

Encompass 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 Q2	–	Sell	-5,884	Closed	-$284K	–	249
2022 Q1	$284K	Hold	5,884	–	–	0.07%	182
2021 Q4	$305K	Hold	5,884	–	–	0.07%	183
2021 Q3	$261K	Hold	5,884	–	–	0.07%	191
2021 Q2	$260K	Hold	5,884	–	–	0.06%	200
2021 Q1	$248K	Buy	+5,884	New	+$221K	0.06%	202

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

HIIFS

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

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

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Encompass Wealth Advisors's XLRE Position: Q2 2022 in Review

Encompass Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2022, closing a stake of 5,884 shares — an estimated $284K sold.

Encompass Wealth Advisors first reported a position in XLRE in Q1 2021 and held it in 5 quarters. The position peaked at $305K in Q4 2021. 632 funds tracked by Wall St. Rank hold XLRE as of Q2 2022.

Encompass Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Encompass Wealth Advisors sold 5,884 State Street Real Estate Select Sector SPDR ETF shares in Q2 2022, an estimated $284K.
Encompass Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and held it in 5 quarters.
Encompass Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $305K in Q4 2021.
632 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2022.

Based on Encompass Wealth Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.