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

SkyOak Wealth’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
2023
Q1 		– Sell
-6,534
Closed -$241K – 268
2022
Q4 		$241K Hold
6,534
– – 0.08% 180
2022
Q3 		$235K Sell
6,534
-437
-6% -$18.3K 0.08% 178
2022
Q2 		$285K Sell
6,971
-1,042
-13% -$46.5K 0.1% 162
2022
Q1 		$387K Sell
8,013
-110,802
-93% -$5.19M 0.11% 149
2021
Q4 		$6.16M Buy
118,815
+421
+0.4% +$20.3K 1.56% 15
2021
Q3 		$5.26M Buy
+118,394
New +$5.5M 1.42% 15

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SkyOak Wealth's XLRE Position: Q1 2023 in Review

SkyOak Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2023, closing a stake of 6,534 shares — an estimated $241K sold.

SkyOak Wealth first reported a position in XLRE in Q3 2021 and held it in 6 quarters. The position peaked at $6.16M in Q4 2021. 586 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

  • SkyOak Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • SkyOak Wealth sold 6,534 State Street Real Estate Select Sector SPDR ETF shares in Q1 2023, an estimated $241K.
  • SkyOak Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and held it in 6 quarters.
  • SkyOak Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $6.16M in Q4 2021.
  • 586 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

Based on SkyOak Wealth's 13F filing for Q1 2023, filed 2 May 2023.