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Horizon Investment Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Horizon Investment 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
2023
Q1 		– Sell
-47,484
Closed -$1.75M – 123
2022
Q4 		$1.75M Buy
+47,484
New +$1.75M 1.27% 26

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Morgan Stanley
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LPL Financial
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HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horizon Investment Services's XLRE Position: Q1 2023 in Review

Horizon Investment Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2023, closing a stake of 47,484 shares — an estimated $1.75M sold.

Horizon Investment Services first reported a position in XLRE in Q4 2022 and held it in 1 quarter. The position peaked at $1.75M in Q4 2022. 586 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

  • Horizon Investment Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Horizon Investment Services sold 47,484 State Street Real Estate Select Sector SPDR ETF shares in Q1 2023, an estimated $1.75M.
  • Horizon Investment Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Horizon Investment Services's State Street Real Estate Select Sector SPDR ETF position peaked at $1.75M in Q4 2022.
  • 586 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

Based on Horizon Investment Services's 13F filing for Q1 2023, filed 9 May 2023.