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Romano Brothers & Co’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Romano Brothers & Co’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
-1,780
Closed -$65.7K – 1000
2022
Q4 		$65.7K Buy
+1,780
New +$65.7K 0.01% 429

Other funds holding XLRE

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

Romano Brothers & Co's XLRE Position: Q1 2023 in Review

Romano Brothers & Co sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2023, closing a stake of 1,780 shares — an estimated $65.7K sold.

Romano Brothers & Co first reported a position in XLRE in Q4 2022 and held it in 1 quarter. The position peaked at $65.7K in Q4 2022. 586 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

  • Romano Brothers & Co reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,780 State Street Real Estate Select Sector SPDR ETF shares in Q1 2023, an estimated $65.7K.
  • Romano Brothers & Co first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's State Street Real Estate Select Sector SPDR ETF position peaked at $65.7K in Q4 2022.
  • 586 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.