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

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

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.