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XLRE icon

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

WealthSource 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
Q4 		– Sell
-22,198
Closed -$799K – 537
2022
Q3 		$799K Buy
22,198
+368
+2% +$15.4K 0.06% 224
2022
Q2 		$892K Buy
21,830
+3,850
+21% +$172K 0.07% 206
2022
Q1 		$869K Buy
17,980
+10,866
+153% +$509K 0.06% 238
2021
Q4 		$369K Sell
7,114
-995
-12% -$47.9K 0.03% 374
2021
Q3 		$360K Buy
+8,109
New +$377K 0.03% 345
2020
Q2 		– Sell
-33,719
Closed -$1.04M – 394
2020
Q1 		$1.04M Sell
33,719
-6,112
-15% -$228K 0.16% 86
2019
Q4 		$1.54M Buy
39,831
+2,825
+8% +$109K 0.2% 90
2019
Q3 		$1.46M Buy
+37,006
New +$1.42M 0.22% 106

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 $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return