Laurel Wealth Advisors (California)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$292K	Buy	7,899 +1,517	+24%	+$56K	0.03%	519
2022 Q3	$230K	Sell	6,382 -210	-3%	-$8.8K	0.02%	569
2022 Q2	$269K	Hold	6,592	–	–	0.03%	527
2022 Q1	$319K	Hold	6,592	–	–	0.03%	564
2021 Q4	$342K	Buy	+6,592	New	+$317K	0.03%	578

Other funds holding XLRE

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s XLRE Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 24% in Q4 2022, buying an estimated $56K and bringing the position to 7,899 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #519.

Laurel Wealth Advisors (California) first reported a position in XLRE in Q4 2021 and has held it in 5 quarters since. The position peaked at $342K in Q4 2021. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

Laurel Wealth Advisors (California) held 7,899 shares of State Street Real Estate Select Sector SPDR ETF worth $292K as of Q4 2022.
Laurel Wealth Advisors (California) bought 1,517 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $56K.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #519 holding.
Laurel Wealth Advisors (California) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 5 quarters since.
Laurel Wealth Advisors (California)'s State Street Real Estate Select Sector SPDR ETF position peaked at $342K in Q4 2021.
613 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.