JNBA Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

JNBA Financial Advisors’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 Q3	–	Sell	-207	Closed	-$8K	–	764
2022 Q2	$8K	Sell	207 -169	-45%	-$7.54K	﹤0.01%	522
2022 Q1	$18K	Hold	376	–	–	﹤0.01%	425
2021 Q4	$19K	Hold	376	–	–	﹤0.01%	428
2021 Q3	$17K	Buy	+376	New	+$17.5K	﹤0.01%	442
2019 Q2	–	Sell	-102	Closed	-$4K	–	700
2019 Q1	$4K	Buy	+102	New	+$3.48K	﹤0.01%	475
2016 Q4	–	Sell	-1,396	Closed	-$46K	–	1372
2016 Q3	$46K	Buy	+1,396	New	+$46.8K	0.01%	556

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

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

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

Millennium Management New York $240B AUM 35.51% 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

JNBA Financial Advisors's XLRE Position: Q3 2022 in Review

JNBA Financial Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022, closing a stake of 207 shares — an estimated $8K sold.

JNBA Financial Advisors first reported a position in XLRE in Q3 2016 and held it in 6 quarters. The position peaked at $46K in Q3 2016. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

JNBA Financial Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
JNBA Financial Advisors sold 207 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $8K.
JNBA Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 6 quarters.
JNBA Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $46K in Q3 2016.
585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on JNBA Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.