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Phocas Financial Corp’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Phocas Financial Corp’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
-974
Closed -$36K – 325
2022
Q4 		$36K Buy
+974
New +$35.9K 0.01% 255
2019
Q2 		– Hold
0
– – – 274
2018
Q4 		– Hold
0
– – – 255

Other funds holding XLRE

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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

Phocas Financial Corp's XLRE Position: Q1 2023 in Review

Phocas Financial Corp sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2023, closing a stake of 974 shares — an estimated $36K sold.

Phocas Financial Corp first reported a position in XLRE in Q4 2022 and held it in 1 quarter. The position peaked at $36K in Q4 2022. 586 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

  • Phocas Financial Corp reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 974 State Street Real Estate Select Sector SPDR ETF shares in Q1 2023, an estimated $36K.
  • Phocas Financial Corp first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Phocas Financial Corp's State Street Real Estate Select Sector SPDR ETF position peaked at $36K 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 Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.