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RE Dickinson Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

RE Dickinson Investment 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
2022
Q3 		– Sell
-54
Closed -$2 – 295
2022
Q2 		$2 Sell
54
-887
-94% -$39.6K ﹤0.01% 263
2022
Q1 		$45K Buy
+941
New +$44.1K 0.03% 93

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RE Dickinson Investment Advisors's XLRE Position: Q3 2022 in Review

RE Dickinson Investment Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022, closing a stake of 54 shares — an estimated $2 sold.

RE Dickinson Investment Advisors first reported a position in XLRE in Q1 2022 and held it in 2 quarters. The position peaked at $45K in Q1 2022. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

  • RE Dickinson Investment Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 54 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $2.
  • RE Dickinson Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and held it in 2 quarters.
  • RE Dickinson Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $45K in Q1 2022.
  • 585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.