Ten Capital Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Ten Capital Wealth 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	-15	Closed	-$561	–	554
2023 Q1	$561	Buy	+15	New	+$576	﹤0.01%	501
2021 Q4	–	Sell	-798	Closed	-$35K	–	525
2021 Q3	$35K	Sell	798 -32,957	-98%	-$1.53M	0.02%	160
2021 Q2	$1.5M	Sell	33,755 -19,185	-36%	-$822K	0.34%	64
2021 Q1	$2.09M	Sell	52,940 -41,263	-44%	-$1.55M	0.51%	57
2020 Q4	$3.44M	Sell	94,203 -992	-1%	-$36K	0.96%	30
2020 Q3	$3.36M	Buy	+95,195	New	+$3.39M	1.13%	28

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

Ten Capital Wealth Advisors's XLRE Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2023, closing a stake of 15 shares — an estimated $561 sold.

Ten Capital Wealth Advisors first reported a position in XLRE in Q3 2020 and held it in 6 quarters. The position peaked at $3.44M in Q4 2020. 592 funds tracked by Wall St. Rank hold XLRE as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 15 State Street Real Estate Select Sector SPDR ETF shares in Q2 2023, an estimated $561.
Ten Capital Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and held it in 6 quarters.
Ten Capital Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $3.44M in Q4 2020.
592 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.