HGWM
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Harvest Group Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Harvest Group 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
2023
Q1 		$12.8K Sell
342
-701
-67% -$26.9K 0.01% 77
2022
Q4 		$38.5K Sell
1,043
-10
-0.9% -$369 0.03% 68
2022
Q3 		$37K Sell
1,053
-113
-10% -$4.73K 0.02% 70
2022
Q2 		$51K Sell
1,166
-171,845
-99% -$7.66M 0.03% 71
2022
Q1 		$8.36M Buy
173,011
+4,108
+2% +$193K 4.75% 8
2021
Q4 		$8.75M Buy
+168,903
New +$8.13M 4.91% 5

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return