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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harvest Group Wealth Management's XLRE Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 67% in Q1 2023, selling an estimated $26.9K and leaving 342 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #77.

Harvest Group Wealth Management first reported a position in XLRE in Q4 2021 and has held it in 6 quarters since. The position peaked at $8.75M in Q4 2021. 585 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

Harvest Group Wealth Management held 342 shares of State Street Real Estate Select Sector SPDR ETF worth $12.8K as of Q1 2023.
Harvest Group Wealth Management sold 701 State Street Real Estate Select Sector SPDR ETF shares in Q1 2023, an estimated $26.9K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #77 holding.
Harvest Group Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 6 quarters since.
Harvest Group Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $8.75M in Q4 2021.
585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.