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M Holdings Securities’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-10,478
Closed -$428K – 460
2022
Q2 		$428K Buy
+10,478
New +$467K 0.04% 271

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M Holdings Securities's XLRE Position: Q3 2022 in Review

M Holdings Securities sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022, closing a stake of 10,478 shares — an estimated $428K sold.

M Holdings Securities first reported a position in XLRE in Q2 2022 and held it in 1 quarter. The position peaked at $428K in Q2 2022. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

  • M Holdings Securities reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • M Holdings Securities sold 10,478 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $428K.
  • M Holdings Securities first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and held it in 1 quarter.
  • M Holdings Securities's State Street Real Estate Select Sector SPDR ETF position peaked at $428K in Q2 2022.
  • 585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on M Holdings Securities's 13F filing for Q3 2022, filed 17 Nov 2022.