Principle Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Principle Wealth Partners’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 Q4	–	Sell	-5,761	Closed	-$207	–	319
2022 Q3	$207	Sell	5,761 -22,318	-79%	-$935K	0.02%	285
2022 Q2	$1.15M	Sell	28,079 -7,942	-22%	-$354K	0.14%	121
2022 Q1	$1.74M	Buy	36,021 +15,140	+73%	+$710K	0.18%	99
2021 Q4	$1.08M	Buy	+20,881	New	+$1M	0.11%	132
2020 Q3	–	Sell	-323	Closed	-$11K	–	441
2020 Q2	$11K	Buy	+323	New	+$10.9K	﹤0.01%	403

Other funds holding XLRE

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principle Wealth Partners's XLRE Position: Q4 2022 in Review

Principle Wealth Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2022, closing a stake of 5,761 shares — an estimated $207 sold.

Principle Wealth Partners first reported a position in XLRE in Q2 2020 and held it in 5 quarters. The position peaked at $1.74M in Q1 2022. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

Principle Wealth Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Principle Wealth Partners sold 5,761 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $207.
Principle Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and held it in 5 quarters.
Principle Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $1.74M in Q1 2022.
613 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on Principle Wealth Partners's 13F filing for Q4 2022, filed 2 Feb 2023.