Loveless Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Loveless 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 Q2	$1.58M	Buy	38,626 +400	+1%	+$17.8K	1.03%	34
2022 Q1	$1.85M	Buy	38,226 +1,790	+5%	+$83.9K	1.04%	34
2021 Q4	$1.89M	Buy	36,436 +3,630	+11%	+$175K	1.04%	35
2021 Q3	$1.46M	Buy	32,806 +10,245	+45%	+$476K	0.89%	42
2021 Q2	$1M	Buy	22,561 +7,390	+49%	+$317K	0.61%	60
2021 Q1	$599K	Buy	15,171 +2,125	+16%	+$79.9K	0.4%	76
2020 Q4	$477K	Buy	13,046 +1,230	+10%	+$44.6K	0.35%	83
2020 Q3	$417K	Buy	11,816 +3,115	+36%	+$111K	0.35%	80
2020 Q2	$303K	Buy	8,701 +2,015	+30%	+$68.1K	0.28%	86
2020 Q1	$207K	Buy	6,686 +1,270	+23%	+$47.4K	0.24%	90
2019 Q4	$209K	Buy	+5,416	New	+$210K	0.18%	112

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

Loveless Wealth Management's XLRE Position: Q2 2022 in Review

Loveless Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1% in Q2 2022, buying an estimated $17.8K and bringing the position to 38,626 shares worth $1.58M. The position accounts for 1.03% of the portfolio, ranked #34.

Loveless Wealth Management first reported a position in XLRE in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.89M in Q4 2021. 632 funds tracked by Wall St. Rank hold XLRE as of Q2 2022.

Loveless Wealth Management held 38,626 shares of State Street Real Estate Select Sector SPDR ETF worth $1.58M as of Q2 2022.
Loveless Wealth Management bought 400 State Street Real Estate Select Sector SPDR ETF shares in Q2 2022, an estimated $17.8K.
State Street Real Estate Select Sector SPDR ETF made up 1.03% of Loveless Wealth Management's portfolio in Q2 2022, its #34 holding.
Loveless Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $1.89M in Q4 2021.
632 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.