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

Evoke Wealth’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	-290	Closed	-$10K	–	1159
2022 Q3	$10K	Hold	290	–	–	﹤0.01%	760
2022 Q2	$12K	Hold	290	–	–	﹤0.01%	747
2022 Q1	$14K	Hold	290	–	–	﹤0.01%	721
2021 Q4	$15K	Hold	290	–	–	﹤0.01%	726
2021 Q3	$12K	Hold	290	–	–	﹤0.01%	723
2021 Q2	$13K	Hold	290	–	–	﹤0.01%	717
2021 Q1	$11K	Sell	290 -46	-14%	-$1.73K	﹤0.01%	683
2020 Q4	$12K	Hold	336	–	–	﹤0.01%	565
2020 Q3	$12K	Hold	336	–	–	﹤0.01%	538
2020 Q2	$12K	Buy	336 +46	+16%	+$1.55K	﹤0.01%	533
2020 Q1	$8.99K	Buy	+290	New	+$10.8K	﹤0.01%	519
2019 Q4	–	Sell	-290	Closed	-$11.4K	–	1494
2019 Q3	$11.4K	Buy	+290	New	+$11.1K	﹤0.01%	793

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evoke Wealth's XLRE Position: Q4 2022 in Review

Evoke Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2022, closing a stake of 290 shares — an estimated $10K sold.

Evoke Wealth first reported a position in XLRE in Q3 2019 and held it in 12 quarters. The position peaked at $15K in Q4 2021. 612 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

Evoke Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 290 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $10K.
Evoke Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2019 and held it in 12 quarters.
Evoke Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $15K in Q4 2021.
612 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.