Ford Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Ford Financial Group’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	-14,061	Closed	-$506K	–	128
2022 Q3	$506K	Buy	14,061 +5,490	+64%	+$230K	0.21%	72
2022 Q2	$350K	Buy	+8,571	New	+$382K	0.14%	83
2022 Q1	–	Sell	-7	Closed	–	–	522
2021 Q4	$0	Buy	+7	New	+$337	﹤0.01%	538
2019 Q3	–	Sell	-8,996	Closed	-$330K	–	101
2019 Q2	$330K	Buy	+8,996	New	+$329K	0.22%	50

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 $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ford Financial Group's XLRE Position: Q4 2022 in Review

Ford Financial Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2022, closing a stake of 14,061 shares — an estimated $506K sold.

Ford Financial Group first reported a position in XLRE in Q2 2019 and held it in 4 quarters. The position peaked at $506K in Q3 2022. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

Ford Financial Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Ford Financial Group sold 14,061 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $506K.
Ford Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2019 and held it in 4 quarters.
Ford Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $506K in Q3 2022.
613 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on Ford Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.