Winch Advisory Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-90	Closed	-$3K	–	464
2023 Q3	$3K	Buy	90 +1	+1%	+$37	﹤0.01%	345
2023 Q2	$3K	Buy	89 +1	+1%	+$37	﹤0.01%	344
2023 Q1	$3K	Buy	88 +1	+1%	+$38	﹤0.01%	340
2022 Q4	$3K	Buy	87 +1	+1%	+$37	﹤0.01%	324
2022 Q3	$3K	Hold	86	–	–	﹤0.01%	314
2022 Q2	$3K	Buy	86 +1	+1%	+$45	﹤0.01%	333
2022 Q1	$4K	Hold	85	–	–	﹤0.01%	341
2021 Q4	$4K	Hold	85	–	–	﹤0.01%	356
2021 Q3	$4K	Hold	85	–	–	﹤0.01%	365
2021 Q2	$4K	Hold	85	–	–	﹤0.01%	363
2021 Q1	$3K	Hold	85	–	–	﹤0.01%	369
2020 Q4	$3K	Hold	85	–	–	﹤0.01%	355
2020 Q3	$3K	Hold	85	–	–	﹤0.01%	318
2020 Q2	$3K	Hold	85	–	–	﹤0.01%	314
2020 Q1	$3K	Buy	+85	New	+$3.17K	﹤0.01%	263
2016 Q4	–	Sell	-589	Closed	-$19K	–	305
2016 Q3	$19K	Buy	+589	New	+$19.8K	0.02%	121

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

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

Winch Advisory Services's XLRE Position: Q4 2023 in Review

Winch Advisory Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2023, closing a stake of 90 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in XLRE in Q3 2016 and held it in 16 quarters. The position peaked at $19K in Q3 2016. 679 funds tracked by Wall St. Rank hold XLRE as of Q4 2023.

Winch Advisory Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Winch Advisory Services sold 90 State Street Real Estate Select Sector SPDR ETF shares in Q4 2023, an estimated $3K.
Winch Advisory Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 16 quarters.
Winch Advisory Services's State Street Real Estate Select Sector SPDR ETF position peaked at $19K in Q3 2016.
679 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.