TRUADVICE’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

TRUADVICE’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 Q3	$227K	Buy	+6,602	New	+$244K	0.09%	212

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 $14.7B AUM 47% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRUADVICE's XLRE Position: Q3 2023 in Review

TRUADVICE opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2023: 6,602 shares worth $227K. The stake represents 0.09% of the portfolio and ranks #212 among its holdings.

588 funds tracked by Wall St. Rank hold XLRE as of Q3 2023.

TRUADVICE held 6,602 shares of State Street Real Estate Select Sector SPDR ETF worth $227K as of Q3 2023.
State Street Real Estate Select Sector SPDR ETF was a new TRUADVICE position in Q3 2023.
State Street Real Estate Select Sector SPDR ETF made up 0.09% of TRUADVICE's portfolio in Q3 2023, its #212 holding.
588 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.