Heritage Wealth Management (Arizona)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Heritage Wealth Management (Arizona)’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	$2.07K	Buy	56 +28	+100%	+$1.03K	﹤0.01%	978
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	994
2022 Q2	$1.14K	Hold	28	–	–	﹤0.01%	920
2022 Q1	$1K	Buy	+28	New	+$1.31K	﹤0.01%	964
2021 Q3	$1K	Hold	28	–	–	﹤0.01%	876
2021 Q2	$1K	Buy	+28	New	+$1.2K	﹤0.01%	884

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s XLRE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 100% in Q4 2022, buying an estimated $1.03K and bringing the position to 56 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Heritage Wealth Management (Arizona) first reported a position in XLRE in Q2 2021 and has held it in 6 quarters since. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

Heritage Wealth Management (Arizona) held 56 shares of State Street Real Estate Select Sector SPDR ETF worth $2.07K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 28 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $1.03K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #978 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and has held it in 6 quarters since.
613 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.