HCWM
XLRE icon

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
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