NR
XLRE icon

Newfound Research’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Newfound Research’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 		$386K Sell
10,728
-3,176
-23% -$133K 0.95% 19
2022
Q2 		$568K Sell
13,904
-6,638
-32% -$296K 1.2% 16
2022
Q1 		$993K Buy
+20,542
New +$963K 1.29% 15
2021
Q2 		– Sell
-7,482
Closed -$295K – 135
2021
Q1 		$295K Buy
+7,482
New +$281K 0.68% 17
2016
Q4 		– Sell
-6,015
Closed -$197K – 193
2016
Q3 		$197K Buy
+6,015
New +$202K 0.19% 35

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return