Western Pacific Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Western Pacific Wealth 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	–	Sell	-150	Closed	-$5.61K	–	315
2023 Q1	$5.61K	Hold	150	–	–	﹤0.01%	216
2022 Q4	$5.54K	Sell	150 -450	-75%	-$16.6K	﹤0.01%	209
2022 Q3	$21K	Sell	600 -528	-47%	-$22.1K	0.02%	167
2022 Q2	$46K	Buy	1,128 +3	+0.3%	+$134	0.04%	78
2022 Q1	$54K	Sell	1,125 -4,167	-79%	-$195K	0.04%	88
2021 Q4	$274K	Buy	+5,292	New	+$255K	0.18%	29

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

Western Pacific Wealth Management's XLRE Position: Q2 2023 in Review

Western Pacific Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2023, closing a stake of 150 shares — an estimated $5.61K sold.

Western Pacific Wealth Management first reported a position in XLRE in Q4 2021 and held it in 6 quarters. The position peaked at $274K in Q4 2021. 592 funds tracked by Wall St. Rank hold XLRE as of Q2 2023.

Western Pacific Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Western Pacific Wealth Management sold 150 State Street Real Estate Select Sector SPDR ETF shares in Q2 2023, an estimated $5.61K.
Western Pacific Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 6 quarters.
Western Pacific Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $274K in Q4 2021.
592 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2023.

Based on Western Pacific Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.