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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 – 439
2022
Q3 		$2K Buy
+55
New +$2.3K ﹤0.01% 414
2018
Q2 		– Sell
-620
Closed -$19K – 954
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return