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TrustCore Financial Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

TrustCore Financial 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
2022
Q4 		$1.07K Hold
29
– – ﹤0.01% 935
2022
Q3 		$1K Buy
+29
New +$1.22K ﹤0.01% 1034

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TrustCore Financial Services's XLRE Position: Q4 2022 in Review

TrustCore Financial Services held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q4 2022 at 29 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

TrustCore Financial Services first reported a position in XLRE in Q3 2022 and has held it in 2 quarters since. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

  • TrustCore Financial Services held 29 shares of State Street Real Estate Select Sector SPDR ETF worth $1.07K as of Q4 2022.
  • TrustCore Financial Services left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q4 2022.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #935 holding.
  • TrustCore Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2022 and has held it in 2 quarters since.
  • 613 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.