Milestone Advisory Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Milestone Advisory Partners’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	-5,350	Closed	-$223K	–	75
2022 Q2	$223K	Sell	5,350 -74,519	-93%	-$3.32M	0.18%	65
2022 Q1	$3.86M	Sell	79,869 -4,259	-5%	-$200K	2.08%	17
2021 Q4	$4.36M	Sell	84,128 -7,128	-8%	-$343K	2.2%	16
2021 Q3	$4.06M	Sell	91,256 -560	-0.6%	-$26K	2.38%	15
2021 Q2	$4.07M	Buy	91,816 +1,417	+2%	+$60.7K	2.15%	15
2021 Q1	$3.57M	Buy	90,399 +3,684	+4%	+$139K	1.91%	20
2020 Q4	$3.17M	Buy	+86,715	New	+$3.15M	1.81%	20
2020 Q2	–	Sell	-80,967	Closed	-$2.51M	–	61
2020 Q1	$2.51M	Sell	80,967 -25,510	-24%	-$953K	1.74%	13
2019 Q4	$4.12M	Buy	106,477 +1,434	+1%	+$55.5K	2.16%	14
2019 Q3	$4.13M	Buy	+105,043	New	+$4.03M	2.33%	14

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 $14.7B AUM 47% 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 $374B AUM 17.66% 1-Year Est. Return

Milestone Advisory Partners's XLRE Position: Q3 2022 in Review

Milestone Advisory Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022, closing a stake of 5,350 shares — an estimated $223K sold.

Milestone Advisory Partners first reported a position in XLRE in Q3 2019 and held it in 10 quarters. The position peaked at $4.36M in Q4 2021. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

Milestone Advisory Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Milestone Advisory Partners sold 5,350 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $223K.
Milestone Advisory Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2019 and held it in 10 quarters.
Milestone Advisory Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $4.36M in Q4 2021.
585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on Milestone Advisory Partners's 13F filing for Q3 2022, filed 12 Oct 2022.