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

Engrave Wealth 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
Q1 		– Sell
-246,536
Closed -$12.8M – 75
2021
Q4 		$12.8M Buy
246,536
+18,517
+8% +$891K 3.69% 9
2021
Q3 		$10.1M Buy
228,019
+35,246
+18% +$1.64M 2.99% 10
2021
Q2 		$8.55M Buy
+192,773
New +$8.26M 2.58% 9

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
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Engrave Wealth Partners's XLRE Position: Q1 2022 in Review

Engrave Wealth Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2022, closing a stake of 246,536 shares — an estimated $12.8M sold.

Engrave Wealth Partners first reported a position in XLRE in Q2 2021 and held it in 3 quarters. The position peaked at $12.8M in Q4 2021. 638 funds tracked by Wall St. Rank hold XLRE as of Q1 2022.

  • Engrave Wealth Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Engrave Wealth Partners sold 246,536 State Street Real Estate Select Sector SPDR ETF shares in Q1 2022, an estimated $12.8M.
  • Engrave Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and held it in 3 quarters.
  • Engrave Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $12.8M 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 Engrave Wealth Partners's 13F filing for Q1 2022, filed 19 Apr 2022.