Secure Asset Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-6,233
Closed -$224K 202
2022
Q3
$224K Sell
6,233
-3,775
-38% -$158K 0.13% 130
2022
Q2
$409K Sell
10,008
-2,194
-18% -$97.8K 0.23% 88
2022
Q1
$590K Buy
12,202
+3,159
+35% +$148K 0.27% 76
2021
Q4
$469K Buy
9,043
+2,795
+45% +$134K 0.19% 90
2021
Q3
$278K Sell
6,248
-108
-2% -$5.02K 0.14% 136
2021
Q2
$282K Buy
+6,356
New +$272K 0.14% 138

Other funds holding XLRE

Secure Asset Management's XLRE Position: Q4 2022 in Review

Secure Asset Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2022, closing a stake of 6,233 shares — an estimated $224K sold.

Secure Asset Management first reported a position in XLRE in Q2 2021 and held it in 6 quarters. The position peaked at $590K in Q1 2022. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

  • Secure Asset Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Secure Asset Management sold 6,233 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $224K.
  • Secure Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and held it in 6 quarters.
  • Secure Asset Management's State Street Real Estate Select Sector SPDR ETF position peaked at $590K in Q1 2022.
  • 613 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on Secure Asset Management's 13F filing for Q4 2022, filed 20 Jan 2023.