Jackson Grant Investment Advisers’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Jackson Grant Investment Advisers’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 Q4	–	Sell	-300	Closed	-$11K	–	347
2022 Q3	$11K	Buy	300 +2	+0.7%	+$84	0.01%	299
2022 Q2	$12K	Buy	298 +3	+1%	+$134	0.01%	307
2022 Q1	$14K	Buy	295 +1	+0.3%	+$47	0.01%	314
2021 Q4	$15K	Buy	294 +3	+1%	+$144	0.01%	252
2021 Q3	$13K	Buy	291 +2	+0.7%	+$93	0.01%	318
2021 Q2	$13K	Buy	289 +1	+0.3%	+$43	0.01%	333
2021 Q1	$11K	Buy	288 +3	+1%	+$113	0.01%	337
2020 Q4	$10K	Buy	285 +4	+1%	+$145	0.01%	313
2020 Q3	$10K	Buy	281 +2	+0.7%	+$71	0.01%	206
2020 Q2	$10K	Buy	279 +72	+35%	+$2.43K	0.01%	203
2020 Q1	$6K	Buy	207 +35	+20%	+$1.31K	﹤0.01%	205
2019 Q4	$7K	Hold	172	–	–	﹤0.01%	208
2019 Q3	$7K	Hold	172	–	–	﹤0.01%	212
2019 Q2	$6K	Hold	172	–	–	﹤0.01%	215
2019 Q1	$6K	Hold	172	–	–	﹤0.01%	214
2018 Q4	$5K	Buy	172 +82	+91%	+$2.66K	﹤0.01%	216
2018 Q3	$3K	Buy	90 +1	+1%	+$33	﹤0.01%	207
2018 Q2	$3K	Buy	89 +1	+1%	+$31	﹤0.01%	212
2018 Q1	$3K	Buy	88 +1	+1%	+$31	﹤0.01%	206
2017 Q4	$3K	Buy	87 +1	+1%	+$33	﹤0.01%	207
2017 Q3	$3K	Hold	86	–	–	﹤0.01%	209
2017 Q2	$3K	Buy	86 +1	+1%	+$32	﹤0.01%	181
2017 Q1	$3K	Buy	85 +1	+1%	+$31	﹤0.01%	174
2016 Q4	$3K	Buy	84 +1	+1%	+$31	﹤0.01%	171
2016 Q3	$3K	Buy	+83	New	+$2.79K	﹤0.01%	167

Other funds holding XLRE

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

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

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

Jackson Grant Investment Advisers's XLRE Position: Q4 2022 in Review

Jackson Grant Investment Advisers sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2022, closing a stake of 300 shares — an estimated $11K sold.

Jackson Grant Investment Advisers first reported a position in XLRE in Q3 2016 and held it in 25 quarters. The position peaked at $15K in Q4 2021. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

Jackson Grant Investment Advisers reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Jackson Grant Investment Advisers sold 300 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $11K.
Jackson Grant Investment Advisers first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 25 quarters.
Jackson Grant Investment Advisers's State Street Real Estate Select Sector SPDR ETF position peaked at $15K in Q4 2021.
613 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2022, filed 26 Jan 2023.