Institute for Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Institute for Wealth Management’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	-4,743	Closed	-$229K	–	562
2022 Q1	$229K	Sell	4,743 -27	-0.6%	-$1.27K	0.04%	487
2021 Q4	$247K	Sell	4,770 -59	-1%	-$2.84K	0.04%	420
2021 Q3	$215K	Hold	4,829	–	–	0.04%	452
2021 Q2	$214K	Buy	+4,829	New	+$207K	0.04%	451
2020 Q4	–	Sell	-11,869	Closed	-$419K	–	458
2020 Q3	$419K	Buy	11,869 +421	+4%	+$15K	0.1%	258
2020 Q2	$399K	Buy	11,448 +1,911	+20%	+$64.6K	0.1%	277
2020 Q1	$296K	Sell	9,537 -3,760	-28%	-$140K	0.09%	280
2019 Q4	$514K	Sell	13,297 -1,054	-7%	-$40.8K	0.12%	245
2019 Q3	$565K	Buy	14,351 +142	+1%	+$5.45K	0.14%	213
2019 Q2	$522K	Buy	14,209 +8,661	+156%	+$316K	0.12%	246
2019 Q1	$201K	Buy	+5,548	New	+$189K	0.04%	415
2017 Q3	–	Sell	-6,784	Closed	-$206K	–	400
2017 Q2	$206K	Buy	+6,784	New	+$217K	0.06%	375

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

Institute for Wealth Management's XLRE Position: Q2 2022 in Review

Institute for Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2022, closing a stake of 4,743 shares — an estimated $229K sold.

Institute for Wealth Management first reported a position in XLRE in Q2 2017 and held it in 12 quarters. The position peaked at $565K in Q3 2019. 632 funds tracked by Wall St. Rank hold XLRE as of Q2 2022.

Institute for Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Institute for Wealth Management sold 4,743 State Street Real Estate Select Sector SPDR ETF shares in Q2 2022, an estimated $229K.
Institute for Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2017 and held it in 12 quarters.
Institute for Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $565K in Q3 2019.
632 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2022.

Based on Institute for Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.