Sterling Investment Advisors (Pennsylvania)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-294	Closed	-$12K	–	537
2022 Q2	$12K	Hold	294	–	–	﹤0.01%	388
2022 Q1	$14K	Hold	294	–	–	﹤0.01%	403
2021 Q4	$15K	Hold	294	–	–	﹤0.01%	399
2021 Q3	$13K	Hold	294	–	–	﹤0.01%	417
2021 Q2	$13K	Hold	294	–	–	﹤0.01%	409
2021 Q1	$12K	Hold	294	–	–	﹤0.01%	394
2020 Q4	$11K	Hold	294	–	–	﹤0.01%	360
2020 Q3	$10K	Hold	294	–	–	﹤0.01%	348
2020 Q2	$10K	Hold	294	–	–	﹤0.01%	350
2020 Q1	$9K	Hold	294	–	–	﹤0.01%	326
2019 Q4	$11K	Hold	294	–	–	0.01%	334
2019 Q3	$12K	Hold	294	–	–	0.01%	335
2019 Q2	$11K	Buy	+294	New	+$10.7K	0.01%	347
2018 Q4	–	Sell	-149	Closed	-$5K	–	434
2018 Q3	$5K	Hold	149	–	–	﹤0.01%	386
2018 Q2	$4K	Hold	149	–	–	﹤0.01%	359
2018 Q1	$5K	Hold	149	–	–	﹤0.01%	338
2017 Q4	$5K	Hold	149	–	–	﹤0.01%	314
2017 Q3	$5K	Hold	149	–	–	﹤0.01%	311
2017 Q2	$5K	Hold	149	–	–	﹤0.01%	333
2017 Q1	$5K	Buy	+149	New	+$4.65K	﹤0.01%	304

Other funds holding XLRE

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s XLRE Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022, closing a stake of 294 shares — an estimated $12K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in XLRE in Q1 2017 and held it in 20 quarters. The position peaked at $15K in Q4 2021. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 294 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $12K.
Sterling Investment Advisors (Pennsylvania) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2017 and held it in 20 quarters.
Sterling Investment Advisors (Pennsylvania)'s State Street Real Estate Select Sector SPDR ETF position peaked at $15K in Q4 2021.
585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.