Royal Harbor Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Royal Harbor Partners’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 Q3	–	Sell	-24,107	Closed	-$909K	–	73
2023 Q2	$909K	Sell	24,107 -263	-1%	-$9.7K	0.45%	43
2023 Q1	$911K	Buy	+24,370	New	+$936K	0.49%	43
2022 Q2	–	Sell	-5,792	Closed	-$280K	–	89
2022 Q1	$280K	Sell	5,792 -58	-1%	-$2.72K	0.18%	68
2021 Q4	$303K	Sell	5,850 -3,044	-34%	-$146K	0.19%	65
2021 Q3	$395K	Buy	+8,894	New	+$413K	0.28%	63
2021 Q1	–	Sell	-8,669	Closed	-$317K	–	90
2020 Q4	$317K	Sell	8,669 -2,350	-21%	-$85.3K	0.27%	67
2020 Q3	$389K	Sell	11,019 -1,380	-11%	-$49.2K	0.36%	62
2020 Q2	$432K	Buy	12,399 +2,624	+27%	+$88.7K	0.43%	63
2020 Q1	$303K	Sell	9,775 -10,621	-52%	-$397K	0.35%	57
2019 Q4	$789K	Buy	+20,396	New	+$789K	0.76%	33

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Harbor Partners's XLRE Position: Q3 2023 in Review

Royal Harbor Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2023, closing a stake of 24,107 shares — an estimated $909K sold.

Royal Harbor Partners first reported a position in XLRE in Q4 2019 and held it in 10 quarters. The position peaked at $911K in Q1 2023. 587 funds tracked by Wall St. Rank hold XLRE as of Q3 2023.

Royal Harbor Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Royal Harbor Partners sold 24,107 State Street Real Estate Select Sector SPDR ETF shares in Q3 2023, an estimated $909K.
Royal Harbor Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 10 quarters.
Royal Harbor Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $911K in Q1 2023.
587 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2023.

Based on Royal Harbor Partners's 13F filing for Q3 2023, filed 14 Nov 2023.