Harrison & Co Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Harrison & Co Wealth Management’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	$695K	Sell	18,807 -3,030	-14%	-$112K	0.67%	62
2022 Q3	$786K	Buy	21,837 +2,983	+16%	+$125K	0.83%	46
2022 Q2	$770K	Sell	18,854 -1,044	-5%	-$46.6K	0.73%	62
2022 Q1	$961K	Buy	19,898 +2,503	+14%	+$117K	0.84%	44
2021 Q4	$901K	Buy	+17,395	New	+$837K	0.76%	55

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

Harrison & Co Wealth Management's XLRE Position: Q4 2022 in Review

Harrison & Co Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 14% in Q4 2022, selling an estimated $112K and leaving 18,807 shares worth $695K. The position accounts for 0.67% of the portfolio, ranked #62.

Harrison & Co Wealth Management first reported a position in XLRE in Q4 2021 and has held it in 5 quarters since. The position peaked at $961K in Q1 2022. 612 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

Harrison & Co Wealth Management held 18,807 shares of State Street Real Estate Select Sector SPDR ETF worth $695K as of Q4 2022.
Harrison & Co Wealth Management sold 3,030 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $112K.
State Street Real Estate Select Sector SPDR ETF made up 0.67% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #62 holding.
Harrison & Co Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 5 quarters since.
Harrison & Co Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $961K in Q1 2022.
612 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.