First Command Financial Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

First Command Financial Services’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	-2,065	Closed	-$100K	–	463
2022 Q1	$100K	Buy	+2,065	New	+$96.8K	0.01%	184
2018 Q1	–	Sell	-354	Closed	-$12K	–	475
2017 Q4	$12K	Hold	354	–	–	0.01%	336
2017 Q3	$11K	Hold	354	–	–	0.01%	333
2017 Q2	$11K	Hold	354	–	–	0.01%	343
2017 Q1	$11K	Hold	354	–	–	0.01%	327
2016 Q4	$11K	Buy	+354	New	+$10.8K	0.01%	322

Other funds holding XLRE

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

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

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

HIIFS

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

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

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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Command Financial Services's XLRE Position: Q2 2022 in Review

First Command Financial Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2022, closing a stake of 2,065 shares — an estimated $100K sold.

First Command Financial Services first reported a position in XLRE in Q4 2016 and held it in 6 quarters. The position peaked at $100K in Q1 2022. 631 funds tracked by Wall St. Rank hold XLRE as of Q2 2022.

First Command Financial Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
First Command Financial Services sold 2,065 State Street Real Estate Select Sector SPDR ETF shares in Q2 2022, an estimated $100K.
First Command Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and held it in 6 quarters.
First Command Financial Services's State Street Real Estate Select Sector SPDR ETF position peaked at $100K in Q1 2022.
631 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2022.

Based on First Command Financial Services's 13F filing for Q2 2022, filed 21 Jul 2022.