SkyView Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

SkyView Investment Advisors’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 Q2	–	Sell	-1,488	Closed	-$56K	–	845
2023 Q1	$56K	Buy	1,488 +479	+47%	+$18.4K	0.01%	395
2022 Q4	$37K	Buy	1,009 +359	+55%	+$13.3K	0.01%	385
2022 Q3	$23K	Sell	650 -50	-7%	-$2.09K	0.01%	439
2022 Q2	$29K	Sell	700 -300	-30%	-$13.4K	0.01%	467
2022 Q1	$48K	Sell	1,000 -5,421	-84%	-$254K	0.01%	467
2021 Q4	$342K	Sell	6,421 -386	-6%	-$18.6K	0.08%	300
2021 Q3	$303K	Buy	+6,807	New	+$316K	0.09%	273

Other funds holding XLRE

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

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

HIIFS

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SkyView Investment Advisors's XLRE Position: Q2 2023 in Review

SkyView Investment Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2023, closing a stake of 1,488 shares — an estimated $56K sold.

SkyView Investment Advisors first reported a position in XLRE in Q3 2021 and held it in 7 quarters. The position peaked at $342K in Q4 2021. 592 funds tracked by Wall St. Rank hold XLRE as of Q2 2023.

SkyView Investment Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
SkyView Investment Advisors sold 1,488 State Street Real Estate Select Sector SPDR ETF shares in Q2 2023, an estimated $56K.
SkyView Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and held it in 7 quarters.
SkyView Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $342K in Q4 2021.
592 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2023.

Based on SkyView Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.