SeaCrest Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-5,050	Closed	-$206K	–	1553
2022 Q2	$206K	Hold	5,050	–	–	0.03%	595
2022 Q1	$244K	Hold	5,050	–	–	0.03%	587
2021 Q4	$262K	Buy	5,050 +400	+9%	+$19.2K	0.03%	556
2021 Q3	$207K	Buy	+4,650	New	+$216K	0.03%	622
2019 Q2	–	Sell	-316	Closed	-$11K	–	1874
2019 Q1	$11K	Hold	316	–	–	﹤0.01%	1509
2018 Q4	$10K	Sell	316 -3	-0.9%	-$97	﹤0.01%	1510
2018 Q3	$10K	Hold	319	–	–	﹤0.01%	1663
2018 Q2	$10K	Hold	319	–	–	﹤0.01%	1625
2018 Q1	$10K	Hold	319	–	–	﹤0.01%	1597
2017 Q4	$11K	Buy	+319	New	+$10.5K	﹤0.01%	1576

Other funds holding XLRE

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $202B AUM 37.79% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SeaCrest Wealth Management's XLRE Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022, closing a stake of 5,050 shares — an estimated $206K sold.

SeaCrest Wealth Management first reported a position in XLRE in Q4 2017 and held it in 10 quarters. The position peaked at $262K in Q4 2021. 584 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

SeaCrest Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 5,050 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $206K.
SeaCrest Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and held it in 10 quarters.
SeaCrest Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $262K in Q4 2021.
584 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.