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

V 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
2022 Q3	–	Sell	-21,206	Closed	-$867K	–	425
2022 Q2	$867K	Buy	21,206 +982	+5%	+$43.8K	0.16%	150
2022 Q1	$977K	Sell	20,224 -4,623	-19%	-$217K	0.16%	154
2021 Q4	$1.29M	Buy	24,847 +80	+0.3%	+$3.85K	0.19%	130
2021 Q3	$1.1M	Buy	24,767 +13	+0.1%	+$604	0.17%	141
2021 Q2	$1.1M	Buy	24,754 +5,067	+26%	+$217K	0.17%	141
2021 Q1	$777K	Buy	+19,687	New	+$740K	0.14%	178
2020 Q3	–	Sell	-16,617	Closed	-$578K	–	359
2020 Q2	$578K	Sell	16,617 -554	-3%	-$18.7K	0.15%	168
2020 Q1	$532K	Sell	17,171 -2,663	-13%	-$99.5K	0.17%	139
2019 Q4	$780K	Hold	19,834	–	–	0.28%	96
2019 Q3	$780K	Buy	+19,834	New	+$761K	0.28%	96
2017 Q3	–	Sell	-116	Closed	-$3K	–	721
2017 Q2	$3K	Buy	+116	New	+$3.71K	﹤0.01%	721

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

V Wealth Advisors's XLRE Position: Q3 2022 in Review

V Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022, closing a stake of 21,206 shares — an estimated $867K sold.

V Wealth Advisors first reported a position in XLRE in Q2 2017 and held it in 11 quarters. The position peaked at $1.29M in Q4 2021. 584 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

V Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
V Wealth Advisors sold 21,206 State Street Real Estate Select Sector SPDR ETF shares in Q3 2022, an estimated $867K.
V Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2017 and held it in 11 quarters.
V Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.29M in Q4 2021.
584 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.