Mariner Independent Advisor Network’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Mariner Independent Advisor Network’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	$3.71M	Buy	103,098 +2,362	+2%	+$98.9K	0.16%	147
2022 Q2	$4.17M	Buy	100,736 +4,859	+5%	+$217K	0.18%	139
2022 Q1	$4.65M	Buy	95,877 +30,333	+46%	+$1.42M	0.18%	134
2021 Q4	$3.36M	Buy	65,544 +29,539	+82%	+$1.42M	0.16%	153
2021 Q3	$1.6M	Sell	36,005 -3,663	-9%	-$170K	0.08%	266
2021 Q2	$1.76M	Buy	39,668 +4,040	+11%	+$173K	0.08%	262
2021 Q1	$1.41M	Buy	35,628 +1,405	+4%	+$52.8K	0.07%	264
2020 Q4	$1.25M	Buy	+34,223	New	+$1.24M	0.07%	260
2017 Q2	–	Sell	-183,882	Closed	-$5.81M	–	342
2017 Q1	$5.81M	Buy	+183,882	New	+$5.73M	0.71%	32

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 $20.6B AUM 59.59% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mariner Independent Advisor Network's XLRE Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.3% in Q3 2022, buying an estimated $98.9K and bringing the position to 103,098 shares worth $3.71M. The position accounts for 0.16% of the portfolio, ranked #147.

Mariner Independent Advisor Network first reported a position in XLRE in Q1 2017 and has held it in 9 quarters since. The position peaked at $5.81M in Q1 2017. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

Mariner Independent Advisor Network held 103,098 shares of State Street Real Estate Select Sector SPDR ETF worth $3.71M as of Q3 2022.
Mariner Independent Advisor Network bought 2,362 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $98.9K.
State Street Real Estate Select Sector SPDR ETF made up 0.16% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #147 holding.
Mariner Independent Advisor Network first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2017 and has held it in 9 quarters since.
Mariner Independent Advisor Network's State Street Real Estate Select Sector SPDR ETF position peaked at $5.81M in Q1 2017.
585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.