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

Reilly Financial 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
2021 Q4	$0	Buy	+3	New	+$144	﹤0.01%	1215
2021 Q3	–	Sell	-16	Closed	-$1K	–	1076
2021 Q2	$1K	Buy	+16	New	+$686	﹤0.01%	978
2020 Q3	–	Sell	-159	Closed	-$6K	–	949
2020 Q2	$6K	Buy	159 +1	+0.6%	+$34	﹤0.01%	683
2020 Q1	$5K	Buy	158 +1	+0.6%	+$37	﹤0.01%	696
2019 Q4	$6K	Buy	157 +2	+1%	+$77	﹤0.01%	724
2019 Q3	$6K	Buy	155 +1	+0.6%	+$38	﹤0.01%	732
2019 Q2	$6K	Buy	+154	New	+$5.63K	﹤0.01%	760
2017 Q4	–	Sell	-19	Closed	-$1K	–	1033
2017 Q3	$1K	Sell	19 -151	-89%	-$4.9K	﹤0.01%	974
2017 Q2	$5K	Buy	+170	New	+$5.44K	﹤0.01%	780

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 $20.6B AUM 59.59% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Reilly Financial Advisors's XLRE Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2021: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1215 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in XLRE as recently as Q2 2021.

Reilly Financial Advisors first reported a position in XLRE in Q2 2017 and has held it in 9 quarters since. The position peaked at $6K in Q2 2020. 649 funds tracked by Wall St. Rank hold XLRE as of Q4 2021.

Reilly Financial Advisors held 3 shares of State Street Real Estate Select Sector SPDR ETF worth $0 as of Q4 2021.
State Street Real Estate Select Sector SPDR ETF was a new Reilly Financial Advisors position in Q4 2021.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1215 holding.
Reilly Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2017 and has held it in 9 quarters since.
Reilly Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $6K in Q2 2020.
649 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.