Independent Wealth Network’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Independent Wealth Network’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 Q2	–	Sell	-54,847	Closed	-$2.65M	–	218
2022 Q1	$2.65M	Sell	54,847 -513	-0.9%	-$24K	1.68%	13
2021 Q4	$2.87M	Buy	55,360 +13,616	+33%	+$655K	1.77%	13
2021 Q3	$2.03M	Buy	+41,744	New	+$1.94M	1.33%	17

Other funds holding XLRE

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independent Wealth Network's XLRE Position: Q2 2022 in Review

Independent Wealth Network sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2022, closing a stake of 54,847 shares — an estimated $2.65M sold.

Independent Wealth Network first reported a position in XLRE in Q3 2021 and held it in 3 quarters. The position peaked at $2.87M in Q4 2021. 632 funds tracked by Wall St. Rank hold XLRE as of Q2 2022.

Independent Wealth Network reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Independent Wealth Network sold 54,847 State Street Real Estate Select Sector SPDR ETF shares in Q2 2022, an estimated $2.65M.
Independent Wealth Network first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and held it in 3 quarters.
Independent Wealth Network's State Street Real Estate Select Sector SPDR ETF position peaked at $2.87M in Q4 2021.
632 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2022.

Based on Independent Wealth Network's 13F filing for Q2 2022, filed 26 Jul 2022.