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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$315K Buy
7,709
+40
+0.5% +$1.78K 0.12% 189
2022
Q1
$371K Buy
7,669
+1,398
+22% +$65.5K 0.12% 191
2021
Q4
$325K Buy
+6,271
New +$302K 0.1% 200

Other funds holding XLRE

Pinnacle Private Wealth's XLRE Position: Q2 2022 in Review

Pinnacle Private Wealth increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.52% in Q2 2022, buying an estimated $1.78K and bringing the position to 7,709 shares worth $315K. The position accounts for 0.12% of the portfolio, ranked #189.

Pinnacle Private Wealth first reported a position in XLRE in Q4 2021 and has held it in 3 quarters since. The position peaked at $371K in Q1 2022. 631 funds tracked by Wall St. Rank hold XLRE as of Q2 2022.

  • Pinnacle Private Wealth held 7,709 shares of State Street Real Estate Select Sector SPDR ETF worth $315K as of Q2 2022.
  • Pinnacle Private Wealth bought 40 State Street Real Estate Select Sector SPDR ETF shares in Q2 2022, an estimated $1.78K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.12% of Pinnacle Private Wealth's portfolio in Q2 2022, its #189 holding.
  • Pinnacle Private Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $371K in Q1 2022.
  • 631 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.