Key Bridge Compliance’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Key Bridge Compliance’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	$406K	Buy	+11,923	New	+$441K	0.13%	84

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

HIIFS

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Key Bridge Compliance's XLRE Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2023: 11,923 shares worth $406K. The stake represents 0.13% of the portfolio and ranks #84 among its holdings.

587 funds tracked by Wall St. Rank hold XLRE as of Q3 2023.

Key Bridge Compliance held 11,923 shares of State Street Real Estate Select Sector SPDR ETF worth $406K as of Q3 2023.
State Street Real Estate Select Sector SPDR ETF was a new Key Bridge Compliance position in Q3 2023.
State Street Real Estate Select Sector SPDR ETF made up 0.13% of Key Bridge Compliance's portfolio in Q3 2023, its #84 holding.
587 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.