JMPWA
XLRE icon

JP Morgan Private Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$2.24M Buy
65,859
+13,644
+26% +$505K 0.01% 702
2023
Q2 		$1.97M Sell
52,215
-10,029
-16% -$370K 0.01% 565
2023
Q1 		$2.33M Sell
62,244
-6,666
-10% -$256K ﹤0.01% 826
2022
Q4 		$2.54M Sell
68,910
-8,376
-11% -$309K 0.01% 763
2022
Q3 		$2.78M Buy
77,286
+8,204
+12% +$344K 0.01% 731
2022
Q2 		$2.82M Sell
69,082
-4,793
-6% -$214K 0.01% 734
2022
Q1 		$3.57M Buy
73,875
+17,852
+32% +$837K 0.01% 705
2021
Q4 		$2.9M Buy
56,023
+2,741
+5% +$132K 0.01% 782
2021
Q3 		$2.37M Buy
53,282
+7,581
+17% +$352K 0.01% 834
2021
Q2 		$2.03M Buy
45,701
+4,061
+10% +$174K 0.01% 876
2021
Q1 		$1.64M Sell
41,640
-1,661
-4% -$62.5K 0.01% 834
2020
Q4 		$1.58M Sell
43,301
-31,471
-42% -$1.14M 0.01% 835
2020
Q3 		$2.64M Sell
74,772
-107,264
-59% -$3.82M 0.01% 575
2020
Q2 		$6.34M Sell
182,036
-570,556
-76% -$19.3M 0.03% 337
2020
Q1 		$23.3M Buy
752,592
+658,818
+703% +$24.6M 0.13% 151
2019
Q4 		$3.63M Buy
93,774
+54,459
+139% +$2.11M 0.02% 494
2019
Q3 		$1.55M Buy
39,315
+9,541
+32% +$366K 0.01% 636
2019
Q2 		$1.09M Buy
29,774
+7,002
+31% +$256K 0.01% 725
2019
Q1 		$825K Sell
22,772
-575
-2% -$19.6K ﹤0.01% 856
2018
Q4 		$724K Buy
23,347
+4,755
+26% +$154K ﹤0.01% 854
2018
Q3 		$606K Sell
18,592
-823
-4% -$27.3K ﹤0.01% 1011
2018
Q2 		$635K Buy
+19,415
New +$607K ﹤0.01% 925

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors's XLRE Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 26% in Q3 2023, buying an estimated $505K and bringing the position to 65,859 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #702.

JP Morgan Private Wealth Advisors first reported a position in XLRE in Q2 2018 and has held it in 22 quarters since. The position peaked at $23.3M in Q1 2020. 588 funds tracked by Wall St. Rank hold XLRE as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 65,859 shares of State Street Real Estate Select Sector SPDR ETF worth $2.24M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 13,644 State Street Real Estate Select Sector SPDR ETF shares in Q3 2023, an estimated $505K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #702 holding.
  • JP Morgan Private Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $23.3M in Q1 2020.
  • 588 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.