Selective Wealth 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
-612
Closed -$22K 747
2022
Q3
$22K Sell
612
-77
-11% -$3.23K 0.01% 417
2022
Q2
$28K Buy
689
+253
+58% +$11.3K 0.01% 422
2022
Q1
$21K Buy
+436
New +$20.4K 0.01% 440

Other funds holding XLRE

Selective Wealth Management's XLRE Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2022, closing a stake of 612 shares — an estimated $22K sold.

Selective Wealth Management first reported a position in XLRE in Q1 2022 and held it in 3 quarters. The position peaked at $28K in Q2 2022. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

  • Selective Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 612 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $22K.
  • Selective Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $28K in Q2 2022.
  • 613 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.