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EW
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
Shares
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
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$14.7B AUM
47%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal, Quebec, Canada
$62.4B AUM
23.7%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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