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

Silverlake 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 Q4	–	Sell	-7,734	Closed	-$278K	–	225
2022 Q3	$278K	Sell	7,734 -778	-9%	-$32.6K	0.19%	137
2022 Q2	$348K	Sell	8,512 -142	-2%	-$6.33K	0.23%	115
2022 Q1	$418K	Buy	8,654 +2,379	+38%	+$112K	0.24%	116
2021 Q4	$325K	Buy	+6,275	New	+$302K	0.17%	141

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Silverlake Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2022, closing a stake of 7,734 shares — an estimated $278K sold.

Silverlake Wealth Management first reported a position in XLRE in Q4 2021 and held it in 4 quarters. The position peaked at $418K in Q1 2022. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

Silverlake Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Silverlake Wealth Management sold 7,734 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $278K.
Silverlake Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Silverlake Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $418K 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 Silverlake Wealth Management's 13F filing for Q4 2022, filed 16 Feb 2023.