Roble Belko & Company’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Roble Belko & Company’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	–	Sell	-540	Closed	-$24K	–	371
2021 Q3	$24K	Hold	540	–	–	﹤0.01%	191
2021 Q2	$24K	Hold	540	–	–	0.01%	200
2021 Q1	$21K	Hold	540	–	–	0.01%	206
2020 Q4	$20K	Hold	540	–	–	0.01%	193
2020 Q3	$19K	Hold	540	–	–	0.01%	191
2020 Q2	$19K	Hold	540	–	–	0.01%	203
2020 Q1	$17K	Hold	540	–	–	0.01%	204
2019 Q4	$21K	Hold	540	–	–	0.01%	210
2019 Q3	$21K	Hold	540	–	–	0.01%	196
2019 Q2	$20K	Buy	+540	New	+$19.7K	0.01%	201

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

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

Roble Belko & Company's XLRE Position: Q4 2021 in Review

Roble Belko & Company sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2021, closing a stake of 540 shares — an estimated $24K sold.

Roble Belko & Company first reported a position in XLRE in Q2 2019 and held it in 10 quarters. The position peaked at $24K in Q3 2021. 649 funds tracked by Wall St. Rank hold XLRE as of Q4 2021.

Roble Belko & Company reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Roble Belko & Company sold 540 State Street Real Estate Select Sector SPDR ETF shares in Q4 2021, an estimated $24K.
Roble Belko & Company first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2019 and held it in 10 quarters.
Roble Belko & Company's State Street Real Estate Select Sector SPDR ETF position peaked at $24K in Q3 2021.
649 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2021.

Based on Roble Belko & Company's 13F filing for Q4 2021, filed 7 Feb 2022.