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

First Personal 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 Q4	–	Sell	-55	Closed	-$2K	–	438
2022 Q3	$2K	Buy	+55	New	+$2.3K	﹤0.01%	414
2018 Q2	–	Sell	-620	Closed	-$19K	–	947
2018 Q1	$19K	Hold	620	–	–	﹤0.01%	647
2017 Q4	$20K	Hold	620	–	–	﹤0.01%	648
2017 Q3	$20K	Hold	620	–	–	﹤0.01%	594
2017 Q2	$20K	Hold	620	–	–	﹤0.01%	587
2017 Q1	$20K	Hold	620	–	–	﹤0.01%	570
2016 Q4	$19K	Sell	620 -1	-0.2%	-$31	0.01%	562
2016 Q3	$20K	Buy	+621	New	+$20.8K	0.01%	448

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

First Personal Financial Services's XLRE Position: Q4 2022 in Review

First Personal Financial Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2022, closing a stake of 55 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in XLRE in Q3 2016 and held it in 8 quarters. The position peaked at $20K in Q4 2017. 612 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

First Personal Financial Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
First Personal Financial Services sold 55 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $2K.
First Personal Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 8 quarters.
First Personal Financial Services's State Street Real Estate Select Sector SPDR ETF position peaked at $20K in Q4 2017.
612 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on First Personal Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.