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

Wipfli Financial 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
2022 Q3	$4K	Buy	+116	New	+$4.86K	﹤0.01%	2167

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wipfli Financial Advisors's XLRE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2022: 116 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2167 among its holdings.

585 funds tracked by Wall St. Rank hold XLRE as of Q3 2022.

Wipfli Financial Advisors held 116 shares of State Street Real Estate Select Sector SPDR ETF worth $4K as of Q3 2022.
State Street Real Estate Select Sector SPDR ETF was a new Wipfli Financial Advisors position in Q3 2022.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2167 holding.
585 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.