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JD Financial Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

JD Financial Services’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
2021
Q4 		$303K Sell
5,843
-18,322
-76% -$881K 0.25% 26
2021
Q3 		$1.07M Sell
24,165
-1,803
-7% -$83.8K 0.98% 18
2021
Q2 		$1.15M Sell
25,968
-83,804
-76% -$3.59M 1.07% 19
2021
Q1 		$4.33M Buy
109,772
+5,652
+5% +$213K 5.5% 4
2020
Q4 		$3.81M Buy
+104,120
New +$3.78M 4.15% 9

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

JD Financial Services's XLRE Position: Q4 2021 in Review

JD Financial Services reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 76% in Q4 2021, selling an estimated $881K and leaving 5,843 shares worth $303K. The position accounts for 0.25% of the portfolio, ranked #26.

JD Financial Services first reported a position in XLRE in Q4 2020 and has held it in 5 quarters since. The position peaked at $4.33M in Q1 2021. 649 funds tracked by Wall St. Rank hold XLRE as of Q4 2021.

  • JD Financial Services held 5,843 shares of State Street Real Estate Select Sector SPDR ETF worth $303K as of Q4 2021.
  • JD Financial Services sold 18,322 State Street Real Estate Select Sector SPDR ETF shares in Q4 2021, an estimated $881K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.25% of JD Financial Services's portfolio in Q4 2021, its #26 holding.
  • JD Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and has held it in 5 quarters since.
  • JD Financial Services's State Street Real Estate Select Sector SPDR ETF position peaked at $4.33M in Q1 2021.
  • 649 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.