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Mach-1 Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Mach-1 Financial Group’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
2023
Q2 		– Sell
-81
Closed -$3.03M – 357
2023
Q1 		$3.03M Buy
+81
New +$3.11K 0.02% 208
2022
Q4 		– Sell
-81
Closed -$2K – 478
2022
Q3 		$2K Hold
81
– – ﹤0.01% 354
2022
Q2 		$3K Buy
+81
New +$3.61K ﹤0.01% 344

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mach-1 Financial Group's XLRE Position: Q2 2023 in Review

Mach-1 Financial Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2023, closing a stake of 81 shares — an estimated $3.03M sold.

Mach-1 Financial Group first reported a position in XLRE in Q2 2022 and held it in 3 quarters. The position peaked at $3.03M in Q1 2023. 592 funds tracked by Wall St. Rank hold XLRE as of Q2 2023.

  • Mach-1 Financial Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 81 State Street Real Estate Select Sector SPDR ETF shares in Q2 2023, an estimated $3.03M.
  • Mach-1 Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and held it in 3 quarters.
  • Mach-1 Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $3.03M in Q1 2023.
  • 592 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.