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

Nauset 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 		$41K Buy
+850
New +$39.8K 0.03% 133

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

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

Nauset Wealth Management opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2022: 850 shares worth $41K. The stake represents 0.03% of the portfolio and ranks #133 among its holdings.

637 funds tracked by Wall St. Rank hold XLRE as of Q1 2022.

  • Nauset Wealth Management held 850 shares of State Street Real Estate Select Sector SPDR ETF worth $41K as of Q1 2022.
  • State Street Real Estate Select Sector SPDR ETF was a new Nauset Wealth Management position in Q1 2022.
  • State Street Real Estate Select Sector SPDR ETF made up 0.03% of Nauset Wealth Management's portfolio in Q1 2022, its #133 holding.
  • 637 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.