Lehman & Derafelo Financial Resources’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Lehman & Derafelo Financial Resources’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	–	Sell	-3	Closed	–	–	210
2022 Q3	$0	Hold	3	–	–	﹤0.01%	205
2022 Q2	$0	Buy	+3	New	+$134	﹤0.01%	213
2021 Q4	–	Sell	-3	Closed	–	–	200
2021 Q3	$0	Sell	3 -69	-96%	-$3.21K	﹤0.01%	225
2021 Q2	$3K	Hold	72	–	–	﹤0.01%	216
2021 Q1	$3K	Hold	72	–	–	﹤0.01%	217
2020 Q4	$3K	Buy	72 +69	+2,300%	+$2.5K	﹤0.01%	218
2020 Q3	$0	Hold	3	–	–	﹤0.01%	298
2020 Q2	$0	Hold	3	–	–	﹤0.01%	266
2020 Q1	$0	Hold	3	–	–	﹤0.01%	218
2019 Q4	$0	Hold	3	–	–	﹤0.01%	212
2019 Q3	$0	Hold	3	–	–	﹤0.01%	206
2019 Q2	$0	Hold	3	–	–	﹤0.01%	194
2019 Q1	$0	Hold	3	–	–	﹤0.01%	193
2018 Q4	$0	Buy	+3	New	+$97	﹤0.01%	180

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

Lehman & Derafelo Financial Resources's XLRE Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2022, closing a stake of 3 shares.

Lehman & Derafelo Financial Resources first reported a position in XLRE in Q4 2018 and held it in 14 quarters. The position peaked at $3K in Q2 2021. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 3 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022.
Lehman & Derafelo Financial Resources first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's State Street Real Estate Select Sector SPDR ETF position peaked at $3K in Q2 2021.
613 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.