HFS
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Heritage Financial Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-14
Closed – – 510
2022
Q2 		$0 Buy
+14
New +$624 ﹤0.01% 543

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Morgan Stanley
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HIIFS
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PF
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Financial Services's XLRE Position: Q3 2022 in Review

Heritage Financial Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022, closing a stake of 14 shares.

Heritage Financial Services first reported a position in XLRE in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

  • Heritage Financial Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 14 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022.
  • Heritage Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's State Street Real Estate Select Sector SPDR ETF position peaked at $0 in Q2 2022.
  • 585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.