Lloyd Advisory Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Lloyd Advisory Services’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 Q2	–	Sell	-171	Closed	-$8K	–	578
2022 Q1	$8K	Buy	171 +68	+66%	+$3.19K	﹤0.01%	415
2021 Q4	$5K	Hold	103	–	–	﹤0.01%	352
2021 Q3	$5K	Hold	103	–	–	﹤0.01%	318
2021 Q2	$5K	Buy	103 +11	+12%	+$472	﹤0.01%	326
2021 Q1	$4K	Hold	92	–	–	﹤0.01%	316
2020 Q4	$3K	Hold	92	–	–	﹤0.01%	302
2020 Q3	$3K	Buy	+92	New	+$3.28K	﹤0.01%	275

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 $14.7B AUM 47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lloyd Advisory Services's XLRE Position: Q2 2022 in Review

Lloyd Advisory Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2022, closing a stake of 171 shares — an estimated $8K sold.

Lloyd Advisory Services first reported a position in XLRE in Q3 2020 and held it in 7 quarters. The position peaked at $8K in Q1 2022. 632 funds tracked by Wall St. Rank hold XLRE as of Q2 2022.

Lloyd Advisory Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 171 State Street Real Estate Select Sector SPDR ETF shares in Q2 2022, an estimated $8K.
Lloyd Advisory Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and held it in 7 quarters.
Lloyd Advisory Services's State Street Real Estate Select Sector SPDR ETF position peaked at $8K in Q1 2022.
632 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.