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Horizon Family Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Horizon Family Wealth’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
-6,720
Closed -$242K – 62
2022
Q3 		$242K Buy
6,720
+62
+0.9% +$2.6K 0.3% 46
2022
Q2 		$272K Buy
6,658
+51
+0.8% +$2.27K 0.32% 44
2022
Q1 		$319K Buy
+6,607
New +$310K 0.32% 45

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Family Wealth's XLRE Position: Q4 2022 in Review

Horizon Family Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2022, closing a stake of 6,720 shares — an estimated $242K sold.

Horizon Family Wealth first reported a position in XLRE in Q1 2022 and held it in 3 quarters. The position peaked at $319K in Q1 2022. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

  • Horizon Family Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Horizon Family Wealth sold 6,720 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $242K.
  • Horizon Family Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
  • Horizon Family Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $319K 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 Horizon Family Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.