J. Arnold Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

J. Arnold 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
2023 Q2	–	Sell	-153	Closed	-$5.72K	–	54
2023 Q1	$5.72K	Hold	153	–	–	﹤0.01%	54
2022 Q4	$5.65K	Hold	153	–	–	﹤0.01%	74
2022 Q3	$6K	Hold	153	–	–	﹤0.01%	44
2022 Q2	$6K	Hold	153	–	–	﹤0.01%	39
2022 Q1	$7K	Hold	153	–	–	﹤0.01%	42
2021 Q4	$8K	Hold	153	–	–	﹤0.01%	51
2021 Q3	$7K	Hold	153	–	–	﹤0.01%	60
2021 Q2	$7K	Hold	153	–	–	﹤0.01%	92
2021 Q1	$6K	Sell	153 -831	-84%	-$31.3K	﹤0.01%	86
2020 Q4	$36K	Sell	984 -93	-9%	-$3.37K	0.02%	55
2020 Q3	$38K	Sell	1,077 -603	-36%	-$21.5K	0.03%	44
2020 Q2	$58K	Sell	1,680 -970	-37%	-$32.8K	0.05%	48
2020 Q1	$82K	Sell	2,650 -500	-16%	-$18.7K	0.24%	19
2019 Q4	$122K	Buy	+3,150	New	+$122K	0.16%	59

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

J. Arnold Wealth Management's XLRE Position: Q2 2023 in Review

J. Arnold Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2023, closing a stake of 153 shares — an estimated $5.72K sold.

J. Arnold Wealth Management first reported a position in XLRE in Q4 2019 and held it in 14 quarters. The position peaked at $122K in Q4 2019. 592 funds tracked by Wall St. Rank hold XLRE as of Q2 2023.

J. Arnold Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 153 State Street Real Estate Select Sector SPDR ETF shares in Q2 2023, an estimated $5.72K.
J. Arnold Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 14 quarters.
J. Arnold Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $122K in Q4 2019.
592 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2023.

Based on J. Arnold Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.