Vigilant Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Vigilant Capital Management’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 Q2	$24K	Sell	625 -1,020	-62%	-$37.6K	﹤0.01%	341
2023 Q1	$61K	Buy	1,645 +1,100	+202%	+$42.2K	0.01%	253
2022 Q4	$20K	Buy	545 +180	+49%	+$6.64K	﹤0.01%	347
2022 Q3	$13K	Hold	365	–	–	﹤0.01%	439
2022 Q2	$15K	Buy	+365	New	+$16.3K	﹤0.01%	404

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

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

WWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vigilant Capital Management's XLRE Position: Q2 2023 in Review

Vigilant Capital Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 62% in Q2 2023, selling an estimated $37.6K and leaving 625 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Vigilant Capital Management first reported a position in XLRE in Q2 2022 and has held it in 5 quarters since. The position peaked at $61K in Q1 2023. 592 funds tracked by Wall St. Rank hold XLRE as of Q2 2023.

Vigilant Capital Management held 625 shares of State Street Real Estate Select Sector SPDR ETF worth $24K as of Q2 2023.
Vigilant Capital Management sold 1,020 State Street Real Estate Select Sector SPDR ETF shares in Q2 2023, an estimated $37.6K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #341 holding.
Vigilant Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and has held it in 5 quarters since.
Vigilant Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $61K in Q1 2023.
592 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.