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

Kore Private Wealth’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	$605K	Sell	16,806 -2,410	-13%	-$101K	0.11%	115
2022 Q2	$785K	Sell	19,216 -799	-4%	-$35.6K	0.12%	118
2022 Q1	$967K	Buy	20,015 +774	+4%	+$36.3K	0.12%	122
2021 Q4	$997K	Sell	19,241 -11,003	-36%	-$529K	0.12%	118
2021 Q3	$1.34M	Buy	30,244 +5,350	+21%	+$249K	0.14%	123
2021 Q2	$1.1M	Buy	24,894 +4,217	+20%	+$181K	0.12%	131
2021 Q1	$817K	Buy	20,677 +1,876	+10%	+$70.5K	0.11%	129
2020 Q4	$687K	Sell	18,801 -113	-0.6%	-$4.1K	0.11%	132
2020 Q3	$667K	Sell	18,914 -248	-1%	-$8.84K	0.13%	112
2020 Q2	$667K	Sell	19,162 -3,273	-15%	-$111K	0.14%	109
2020 Q1	$695K	Sell	22,435 -5,902	-21%	-$220K	0.17%	92
2019 Q4	$1.1M	Sell	28,337 -1,543	-5%	-$59.7K	0.21%	86
2019 Q3	$1.17M	Buy	29,880 +1,266	+4%	+$48.6K	0.26%	78
2019 Q2	$1.05M	Sell	28,614 -951	-3%	-$34.7K	0.24%	84
2019 Q1	$1.07M	Sell	29,565 -4,341	-13%	-$148K	0.24%	82
2018 Q4	$1.05M	Buy	+33,906	New	+$1.1M	0.29%	71

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 $20.6B AUM 59.59% 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

Kore Private Wealth's XLRE Position: Q3 2022 in Review

Kore Private Wealth reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 13% in Q3 2022, selling an estimated $101K and leaving 16,806 shares worth $605K. The position accounts for 0.11% of the portfolio, ranked #115.

Kore Private Wealth first reported a position in XLRE in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.34M in Q3 2021. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

Kore Private Wealth held 16,806 shares of State Street Real Estate Select Sector SPDR ETF worth $605K as of Q3 2022.
Kore Private Wealth sold 2,410 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $101K.
State Street Real Estate Select Sector SPDR ETF made up 0.11% of Kore Private Wealth's portfolio in Q3 2022, its #115 holding.
Kore Private Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $1.34M in Q3 2021.
585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.