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

Milestone Wealth’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
Q2 		– Sell
-1,771
Closed -$92K – 254
2022
Q1 		$92K Hold
1,771
– – 0.07% 90
2021
Q4 		$92K Buy
+1,771
New +$85.2K 0.07% 90

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Milestone Wealth's XLRE Position: Q2 2022 in Review

Milestone Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2022, closing a stake of 1,771 shares — an estimated $92K sold.

Milestone Wealth first reported a position in XLRE in Q4 2021 and held it in 2 quarters. The position peaked at $92K in Q1 2022. 631 funds tracked by Wall St. Rank hold XLRE as of Q2 2022.

  • Milestone Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Milestone Wealth sold 1,771 State Street Real Estate Select Sector SPDR ETF shares in Q2 2022, an estimated $92K.
  • Milestone Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Milestone Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $92K in Q1 2022.
  • 631 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.