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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

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Morgan Stanley
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HIIFS
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return