Texas Capital Bank Wealth Management Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Texas Capital Bank Wealth Management Services’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
2021 Q4	–	Sell	-88,655	Closed	-$3.94M	–	164
2021 Q3	$3.94M	Buy	88,655 +16,324	+23%	+$759K	0.4%	46
2021 Q2	$3.21M	Buy	+72,331	New	+$3.1M	0.4%	49
2020 Q4	–	Sell	-16,670	Closed	-$588K	–	171
2020 Q3	$588K	Buy	+16,670	New	+$594K	0.1%	96
2020 Q1	–	Sell	-14,029	Closed	-$543K	–	128
2019 Q4	$543K	Buy	+14,029	New	+$543K	0.12%	79

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 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 $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

Texas Capital Bank Wealth Management Services's XLRE Position: Q4 2021 in Review

Texas Capital Bank Wealth Management Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2021, closing a stake of 88,655 shares — an estimated $3.94M sold.

Texas Capital Bank Wealth Management Services first reported a position in XLRE in Q4 2019 and held it in 4 quarters. The position peaked at $3.94M in Q3 2021. 649 funds tracked by Wall St. Rank hold XLRE as of Q4 2021.

Texas Capital Bank Wealth Management Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 88,655 State Street Real Estate Select Sector SPDR ETF shares in Q4 2021, an estimated $3.94M.
Texas Capital Bank Wealth Management Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 4 quarters.
Texas Capital Bank Wealth Management Services's State Street Real Estate Select Sector SPDR ETF position peaked at $3.94M in Q3 2021.
649 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2021.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2021, filed 7 Feb 2022.