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Procyon Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Procyon Advisors’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
-9,935
Closed -$367K – 403
2022
Q4 		$367K Buy
+9,935
New +$367K 0.07% 258
2020
Q3 		– Sell
-228
Closed -$8K – 1085
2020
Q2 		$8K Buy
228
+62
+37% +$2.1K ﹤0.01% 713
2020
Q1 		$5K Hold
166
– – ﹤0.01% 740
2019
Q4 		$6K Buy
+166
New +$6.42K ﹤0.01% 785

Other funds holding XLRE

Bank of America
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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