Marshall Financial Group (Maryland)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Marshall Financial Group (Maryland)’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 Q4	–	Sell	-37,376	Closed	-$1.35M	–	201
2022 Q3	$1.35M	Buy	37,376 +2,746	+8%	+$115K	0.57%	46
2022 Q2	$1.42M	Buy	34,630 +20,354	+143%	+$908K	0.57%	51
2022 Q1	$690K	Buy	14,276 +943	+7%	+$44.2K	0.28%	130
2021 Q4	$691K	Buy	+13,333	New	+$641K	0.25%	135

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marshall Financial Group (Maryland)'s XLRE Position: Q4 2022 in Review

Marshall Financial Group (Maryland) sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2022, closing a stake of 37,376 shares — an estimated $1.35M sold.

Marshall Financial Group (Maryland) first reported a position in XLRE in Q4 2021 and held it in 4 quarters. The position peaked at $1.42M in Q2 2022. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

Marshall Financial Group (Maryland) reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 37,376 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $1.35M.
Marshall Financial Group (Maryland) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Marshall Financial Group (Maryland)'s State Street Real Estate Select Sector SPDR ETF position peaked at $1.42M in Q2 2022.
613 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2022, filed 1 Feb 2023.