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

Mattern 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
Q1 		– Sell
-106,549
Closed -$5.52M – 182
2021
Q4 		$5.52M Buy
+106,549
New +$5.13M 1.62% 14

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mattern Wealth Management's XLRE Position: Q1 2022 in Review

Mattern Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2022, closing a stake of 106,549 shares — an estimated $5.52M sold.

Mattern Wealth Management first reported a position in XLRE in Q4 2021 and held it in 1 quarter. The position peaked at $5.52M in Q4 2021. 637 funds tracked by Wall St. Rank hold XLRE as of Q1 2022.

  • Mattern Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Mattern Wealth Management sold 106,549 State Street Real Estate Select Sector SPDR ETF shares in Q1 2022, an estimated $5.52M.
  • Mattern Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Mattern Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $5.52M in Q4 2021.
  • 637 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2022.

Based on Mattern Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.