Sargent Bickham Lagudis’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Sargent Bickham Lagudis’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 Q4	$8.68K	Buy	235 +3	+1%	+$111	﹤0.01%	749
2022 Q3	$8K	Buy	232 +2	+0.9%	+$84	﹤0.01%	736
2022 Q2	$9K	Buy	230 +2	+0.9%	+$89	﹤0.01%	718
2022 Q1	$11K	Buy	228 +1	+0.4%	+$47	﹤0.01%	700
2021 Q4	$12K	Buy	227 +2	+0.9%	+$96	﹤0.01%	690
2021 Q3	$10K	Buy	225 +1	+0.4%	+$46	﹤0.01%	726
2021 Q2	$10K	Buy	+224	New	+$9.6K	﹤0.01%	717
2020 Q1	–	Sell	-8	Closed	–	–	935
2019 Q4	$0	Buy	+8	New	+$309	﹤0.01%	889
2019 Q3	–	Sell	-169	Closed	-$6K	–	791
2019 Q2	$6K	Sell	169 -568	-77%	-$20.8K	﹤0.01%	655
2019 Q1	$27K	Hold	737	–	–	﹤0.01%	475
2018 Q4	$23K	Hold	737	–	–	﹤0.01%	472
2018 Q3	$24K	Hold	737	–	–	﹤0.01%	472
2018 Q2	$24K	Sell	737 -221	-23%	-$6.91K	﹤0.01%	463
2018 Q1	$30K	Sell	958 -1,694	-64%	-$52.6K	﹤0.01%	436
2017 Q4	$87K	Sell	2,652 -4,526	-63%	-$149K	0.01%	295
2017 Q3	$231K	Buy	7,178 +5,447	+315%	+$177K	0.03%	202
2017 Q2	$56K	Buy	1,731 +274	+19%	+$8.77K	0.01%	347
2017 Q1	$46K	Sell	1,457 -112	-7%	-$3.49K	0.01%	375
2016 Q4	$48K	Sell	1,569 -864	-36%	-$26.5K	0.01%	344
2016 Q3	$80K	Buy	+2,433	New	+$81.6K	0.01%	286

Other funds holding XLRE

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HIIFS

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Sargent Bickham Lagudis's XLRE Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.3% in Q4 2022, buying an estimated $111 and bringing the position to 235 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Sargent Bickham Lagudis first reported a position in XLRE in Q3 2016 and has held it in 20 quarters since. The position peaked at $231K in Q3 2017. 612 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

Sargent Bickham Lagudis held 235 shares of State Street Real Estate Select Sector SPDR ETF worth $8.68K as of Q4 2022.
Sargent Bickham Lagudis bought 3 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $111.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #749 holding.
Sargent Bickham Lagudis first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 20 quarters since.
Sargent Bickham Lagudis's State Street Real Estate Select Sector SPDR ETF position peaked at $231K in Q3 2017.
612 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.