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

Kelly 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
2022 Q3	–	Sell	-19	Closed	-$776	–	721
2022 Q2	$776	Hold	19	–	–	﹤0.01%	577
2022 Q1	$918	Hold	19	–	–	﹤0.01%	573
2021 Q4	$984	Hold	19	–	–	﹤0.01%	591
2021 Q3	$845	Hold	19	–	–	﹤0.01%	574
2021 Q2	$842	Hold	19	–	–	﹤0.01%	563
2021 Q1	$750	Hold	19	–	–	﹤0.01%	565
2020 Q4	$695	Hold	19	–	–	﹤0.01%	531
2020 Q3	$670	Hold	19	–	–	﹤0.01%	511
2020 Q2	$661	Hold	19	–	–	﹤0.01%	524
2020 Q1	$589	Hold	19	–	–	﹤0.01%	494
2019 Q4	$735	Hold	19	–	–	﹤0.01%	490
2019 Q3	$747	Hold	19	–	–	﹤0.01%	473
2019 Q2	$699	Hold	19	–	–	﹤0.01%	436
2019 Q1	$688	Buy	+19	New	+$648	﹤0.01%	433

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HIIFS

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kelly Financial Services's XLRE Position: Q3 2022 in Review

Kelly Financial Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022, closing a stake of 19 shares — an estimated $776 sold.

Kelly Financial Services first reported a position in XLRE in Q1 2019 and held it in 14 quarters. The position peaked at $984 in Q4 2021. 584 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

Kelly Financial Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Kelly Financial Services sold 19 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $776.
Kelly Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and held it in 14 quarters.
Kelly Financial Services's State Street Real Estate Select Sector SPDR ETF position peaked at $984 in Q4 2021.
584 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on Kelly Financial Services's 13F filing for Q3 2022, filed 17 Jul 2024.