Kistler-Tiffany Companies’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Kistler-Tiffany Companies’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 Q2	$3.43K	Sell	91 -64	-41%	-$2.36K	﹤0.01%	784
2023 Q1	$5.79K	Hold	155	–	–	﹤0.01%	677
2022 Q4	$5.72K	Buy	155 +114	+278%	+$4.21K	﹤0.01%	679
2022 Q3	$1K	Buy	+41	New	+$1.72K	﹤0.01%	772

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kistler-Tiffany Companies's XLRE Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 41% in Q2 2023, selling an estimated $2.36K and leaving 91 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Kistler-Tiffany Companies first reported a position in XLRE in Q3 2022 and has held it in 4 quarters since. The position peaked at $5.79K in Q1 2023. 592 funds tracked by Wall St. Rank hold XLRE as of Q2 2023.

Kistler-Tiffany Companies held 91 shares of State Street Real Estate Select Sector SPDR ETF worth $3.43K as of Q2 2023.
Kistler-Tiffany Companies sold 64 State Street Real Estate Select Sector SPDR ETF shares in Q2 2023, an estimated $2.36K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #784 holding.
Kistler-Tiffany Companies first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2022 and has held it in 4 quarters since.
Kistler-Tiffany Companies's State Street Real Estate Select Sector SPDR ETF position peaked at $5.79K in Q1 2023.
592 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.