Hilltop Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Hilltop Wealth Advisors’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	–	Sell	-414,229	Closed	-$14.9M	–	41
2022 Q3	$14.9M	Sell	414,229 -92,219	-18%	-$3.86M	15.33%	2
2022 Q2	$20.7M	Buy	506,448 +13,338	+3%	+$595K	20.16%	1
2022 Q1	$23.8M	Buy	+493,110	New	+$23.1M	20.29%	2

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

Hilltop Wealth Advisors's XLRE Position: Q4 2022 in Review

Hilltop Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2022, closing a stake of 414,229 shares — an estimated $14.9M sold.

Hilltop Wealth Advisors first reported a position in XLRE in Q1 2022 and held it in 3 quarters. The position peaked at $23.8M in Q1 2022. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

Hilltop Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Hilltop Wealth Advisors sold 414,229 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $14.9M.
Hilltop Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
Hilltop Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $23.8M in Q1 2022.
613 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on Hilltop Wealth Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.