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Woodward Diversified Capital’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Woodward Diversified Capital’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
2021
Q4 		– Sell
-5,757
Closed -$256K – 218
2021
Q3 		$256K Buy
+5,757
New +$268K 0.16% 149

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Woodward Diversified Capital's XLRE Position: Q4 2021 in Review

Woodward Diversified Capital sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2021, closing a stake of 5,757 shares — an estimated $256K sold.

Woodward Diversified Capital first reported a position in XLRE in Q3 2021 and held it in 1 quarter. The position peaked at $256K in Q3 2021. 649 funds tracked by Wall St. Rank hold XLRE as of Q4 2021.

  • Woodward Diversified Capital reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Woodward Diversified Capital sold 5,757 State Street Real Estate Select Sector SPDR ETF shares in Q4 2021, an estimated $256K.
  • Woodward Diversified Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Woodward Diversified Capital's State Street Real Estate Select Sector SPDR ETF position peaked at $256K in Q3 2021.
  • 649 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2021.

Based on Woodward Diversified Capital's 13F filing for Q4 2021, filed 28 Jan 2022.