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

PFG Private 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
2023
Q1 		– Sell
-8
Closed – – 400
2022
Q4 		$0 Buy
+8
New +$295 ﹤0.01% 431

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HIIFS
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PF
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PNC Financial Services Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFG Private Wealth Management's XLRE Position: Q1 2023 in Review

PFG Private Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2023, closing a stake of 8 shares.

PFG Private Wealth Management first reported a position in XLRE in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 586 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

  • PFG Private Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 8 State Street Real Estate Select Sector SPDR ETF shares in Q1 2023.
  • PFG Private Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $0 in Q4 2022.
  • 586 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.