Leicht Financial Planning & Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Leicht Financial Planning & Wealth 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 Q4	–	Sell	-94,447	Closed	-$3.4M	–	29
2022 Q3	$3.4M	Buy	94,447 +3,300	+4%	+$138K	2.43%	19
2022 Q2	$3.72M	Buy	+91,147	New	+$4.06M	2.52%	20
2021 Q3	–	Sell	-82,077	Closed	-$3.79M	–	22
2021 Q2	$3.79M	Buy	+82,077	New	+$3.52M	2.3%	18

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 $20.6B AUM 59.59% 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

Leicht Financial Planning & Wealth Management's XLRE Position: Q4 2022 in Review

Leicht Financial Planning & Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2022, closing a stake of 94,447 shares — an estimated $3.4M sold.

Leicht Financial Planning & Wealth Management first reported a position in XLRE in Q2 2021 and held it in 3 quarters. The position peaked at $3.79M in Q2 2021. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

Leicht Financial Planning & Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 94,447 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $3.4M.
Leicht Financial Planning & Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and held it in 3 quarters.
Leicht Financial Planning & Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $3.79M 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 Leicht Financial Planning & Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.