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Tilia Fiduciary Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Tilia Fiduciary Partners’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
-274
Closed -$11K – 545
2022
Q2 		$11K Hold
274
– – 0.01% 381
2022
Q1 		$13K Hold
274
– – 0.01% 382
2021
Q4 		$14K Buy
+274
New +$13.2K 0.01% 387

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tilia Fiduciary Partners's XLRE Position: Q3 2022 in Review

Tilia Fiduciary Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022, closing a stake of 274 shares — an estimated $11K sold.

Tilia Fiduciary Partners first reported a position in XLRE in Q4 2021 and held it in 3 quarters. The position peaked at $14K in Q4 2021. 585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

  • Tilia Fiduciary Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 274 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $11K.
  • Tilia Fiduciary Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
  • Tilia Fiduciary Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $14K 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 Tilia Fiduciary Partners's 13F filing for Q3 2022, filed 27 Oct 2022.