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

Win 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
2023
Q2 		– Sell
-87,899
Closed -$3.29M – 58
2023
Q1 		$3.29M Buy
87,899
+87,698
+43,631% +$3.37M 1.3% 7
2022
Q4 		$7.42K Buy
+201
New +$7.42K ﹤0.01% 109

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Win Advisors's XLRE Position: Q2 2023 in Review

Win Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2023, closing a stake of 87,899 shares — an estimated $3.29M sold.

Win Advisors first reported a position in XLRE in Q4 2022 and held it in 2 quarters. The position peaked at $3.29M in Q1 2023. 592 funds tracked by Wall St. Rank hold XLRE as of Q2 2023.

  • Win Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Win Advisors sold 87,899 State Street Real Estate Select Sector SPDR ETF shares in Q2 2023, an estimated $3.29M.
  • Win Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
  • Win Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $3.29M 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 Win Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.