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

Pinnacle Wealth Management Group’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	–	Sell	-30,389	Closed	-$1.57M	–	131
2021 Q4	$1.57M	Sell	30,389 -5,041	-14%	-$243K	1.17%	27
2021 Q3	$1.57M	Buy	35,430 +494	+1%	+$23K	1.18%	28
2021 Q2	$1.55M	Buy	+34,936	New	+$1.5M	1.13%	27

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pinnacle Wealth Management Group's XLRE Position: Q1 2022 in Review

Pinnacle Wealth Management Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2022, closing a stake of 30,389 shares — an estimated $1.57M sold.

Pinnacle Wealth Management Group first reported a position in XLRE in Q2 2021 and held it in 3 quarters. The position peaked at $1.57M in Q3 2021. 638 funds tracked by Wall St. Rank hold XLRE as of Q1 2022.

Pinnacle Wealth Management Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Pinnacle Wealth Management Group sold 30,389 State Street Real Estate Select Sector SPDR ETF shares in Q1 2022, an estimated $1.57M.
Pinnacle Wealth Management Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and held it in 3 quarters.
Pinnacle Wealth Management Group's State Street Real Estate Select Sector SPDR ETF position peaked at $1.57M in Q3 2021.
638 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2022, filed 21 Apr 2022.