TD Ameritrade Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

TD Ameritrade Investment 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
2023 Q2	–	Sell	-44	Closed	-$2K	–	613
2023 Q1	$2K	Hold	44	–	–	﹤0.01%	517
2022 Q4	$2K	Hold	44	–	–	﹤0.01%	517
2022 Q3	$2K	Sell	44 -330	-88%	-$13.8K	﹤0.01%	532
2022 Q2	$15K	Buy	374 +330	+750%	+$14.7K	﹤0.01%	400
2022 Q1	$2K	Hold	44	–	–	﹤0.01%	613
2021 Q4	$2K	Hold	44	–	–	﹤0.01%	600
2021 Q3	$2K	Hold	44	–	–	﹤0.01%	597
2021 Q2	$2K	Hold	44	–	–	﹤0.01%	610
2021 Q1	$2K	Hold	44	–	–	﹤0.01%	597
2020 Q4	$2K	Hold	44	–	–	﹤0.01%	597
2020 Q3	$2K	Hold	44	–	–	﹤0.01%	597
2020 Q2	$2K	Hold	44	–	–	﹤0.01%	592
2020 Q1	$1K	Sell	44 -5	-10%	-$187	﹤0.01%	604
2019 Q4	$2K	Sell	49 -74	-60%	-$2.86K	﹤0.01%	590
2019 Q3	$5K	Buy	123 +61	+98%	+$2.34K	﹤0.01%	532
2019 Q2	$2K	Buy	62 +6	+11%	+$219	﹤0.01%	582
2019 Q1	$2K	Hold	56	–	–	﹤0.01%	534
2018 Q4	$2K	Sell	56 -1	-2%	-$32	﹤0.01%	547
2018 Q3	$2K	Sell	57 -6	-10%	-$199	﹤0.01%	510
2018 Q2	$2K	Buy	63 +7	+13%	+$219	﹤0.01%	390
2018 Q1	$2K	Sell	56 -14	-20%	-$435	﹤0.01%	122
2017 Q4	$2K	Buy	+70	New	+$2.31K	﹤0.01%	110
2016 Q4	–	Sell	-303,325	Closed	-$9.94M	–	93
2016 Q3	$9.94M	Buy	+303,325	New	+$10.2M	0.17%	42

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 $20.6B AUM 59.59% 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

TD Ameritrade Investment Management's XLRE Position: Q2 2023 in Review

TD Ameritrade Investment Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2023, closing a stake of 44 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in XLRE in Q3 2016 and held it in 23 quarters. The position peaked at $9.94M in Q3 2016. 592 funds tracked by Wall St. Rank hold XLRE as of Q2 2023.

TD Ameritrade Investment Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 44 State Street Real Estate Select Sector SPDR ETF shares in Q2 2023, an estimated $2K.
TD Ameritrade Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 23 quarters.
TD Ameritrade Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $9.94M in Q3 2016.
592 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.