Moneda SA Administradora General de Fondos’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Moneda SA Administradora General de Fondos’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
2023 Q1	–	Sell	-6,110	Closed	-$226K	–	43
2022 Q4	$226K	Hold	6,110	–	–	0.19%	39
2022 Q3	$220K	Sell	6,110 -2,876	-32%	-$120K	0.18%	38
2022 Q2	$367K	Buy	8,986 +937	+12%	+$41.8K	0.27%	35
2022 Q1	$389K	Hold	8,049	–	–	0.18%	43
2021 Q4	$417K	Hold	8,049	–	–	0.24%	40
2021 Q3	$358K	Buy	8,049 +2,207	+38%	+$103K	0.2%	41
2021 Q2	$259K	Buy	+5,842	New	+$250K	0.11%	41

Other funds holding XLRE

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moneda SA Administradora General de Fondos's XLRE Position: Q1 2023 in Review

Moneda SA Administradora General de Fondos sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2023, closing a stake of 6,110 shares — an estimated $226K sold.

Moneda SA Administradora General de Fondos first reported a position in XLRE in Q2 2021 and held it in 7 quarters. The position peaked at $417K in Q4 2021. 586 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

Moneda SA Administradora General de Fondos reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Moneda SA Administradora General de Fondos sold 6,110 State Street Real Estate Select Sector SPDR ETF shares in Q1 2023, an estimated $226K.
Moneda SA Administradora General de Fondos first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and held it in 7 quarters.
Moneda SA Administradora General de Fondos's State Street Real Estate Select Sector SPDR ETF position peaked at $417K in Q4 2021.
586 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

Based on Moneda SA Administradora General de Fondos's 13F filing for Q1 2023, filed 3 May 2023.