Koshinski Asset Management
XLRE icon

Koshinski Asset Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Koshinski Asset Management’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
-11,228
Closed -$459K – 623
2022
Q2 		$459K Buy
11,228
+9,034
+412% +$403K 0.05% 384
2022
Q1 		$106K Buy
2,194
+438
+25% +$20.5K 0.01% 808
2021
Q4 		$91K Sell
1,756
-13,462
-88% -$648K 0.01% 899
2021
Q3 		$676K Buy
+15,218
New +$707K 0.06% 336
2020
Q4 		– Sell
-33,364
Closed -$1.24K – 585
2020
Q3 		$1.24K Buy
33,364
+12,957
+63% +$462K 0.17% 144
2020
Q2 		$710K Buy
+20,407
New +$690K 0.12% 213
2018
Q4 		– Sell
-14,480
Closed -$585K – 534
2018
Q3 		$585K Buy
14,480
+7,921
+121% +$263K 0.08% 294
2018
Q2 		$215K Buy
+6,559
New +$205K 0.07% 351

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management's XLRE Position: Q3 2022 in Review

Koshinski Asset Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022, closing a stake of 11,228 shares — an estimated $459K sold.

Koshinski Asset Management first reported a position in XLRE in Q2 2018 and held it in 8 quarters. The position peaked at $710K in Q2 2020. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

  • Koshinski Asset Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 11,228 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $459K.
  • Koshinski Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and held it in 8 quarters.
  • Koshinski Asset Management's State Street Real Estate Select Sector SPDR ETF position peaked at $710K in Q2 2020.
  • 585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on Koshinski Asset Management's 13F filing for Q3 2022, filed 18 Oct 2022.