3D Asset Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

3D Asset 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
2020 Q3	$283K	Buy	+8,021	New	+$286K	0.08%	62
2020 Q2	–	Sell	-7,386	Closed	-$229K	–	69
2020 Q1	$229K	Buy	+7,386	New	+$276K	0.07%	47

Other funds holding XLRE

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BAPIM

British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

3D Asset Management's XLRE Position: Q3 2020 in Review

3D Asset Management opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2020: 8,021 shares worth $283K. The stake represents 0.08% of the portfolio and ranks #62 among its holdings. This is a return to the name: 3D Asset Management previously reported a position in XLRE as recently as Q1 2020.

3D Asset Management first reported a position in XLRE in Q1 2020 and has held it in 2 quarters since. 402 funds tracked by Wall St. Rank hold XLRE as of Q3 2020.

3D Asset Management held 8,021 shares of State Street Real Estate Select Sector SPDR ETF worth $283K as of Q3 2020.
State Street Real Estate Select Sector SPDR ETF was a new 3D Asset Management position in Q3 2020.
State Street Real Estate Select Sector SPDR ETF made up 0.08% of 3D Asset Management's portfolio in Q3 2020, its #62 holding.
3D Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and has held it in 2 quarters since.
402 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.