Advisor Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Advisor Group’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
2019 Q4	$1.72M	Sell	44,547 -959	-2%	-$37.1K	0.01%	885
2019 Q3	$1.79M	Sell	45,506 -2,208	-5%	-$84.7K	0.01%	808
2019 Q2	$1.76M	Buy	47,714 +8,454	+22%	+$309K	0.01%	817
2019 Q1	$1.42M	Sell	39,260 -1,918	-5%	-$65.4K	0.01%	881
2018 Q4	$1.28M	Buy	41,178 +18,523	+82%	+$600K	0.01%	823
2018 Q3	$739K	Sell	22,655 -1,247	-5%	-$41.4K	0.01%	1196
2018 Q2	$782K	Buy	23,902 +9,143	+62%	+$286K	0.01%	1008
2018 Q1	$458K	Sell	14,759 -23,076	-61%	-$716K	0.01%	1384
2017 Q4	$1.25M	Buy	37,835 +4,913	+15%	+$162K	0.02%	760
2017 Q3	$1.06M	Buy	32,922 +1,218	+4%	+$39.5K	0.02%	761
2017 Q2	$1.02M	Sell	31,704 -17,460	-36%	-$559K	0.02%	744
2017 Q1	$1.55M	Buy	49,164 +25,155	+105%	+$784K	0.03%	533
2016 Q4	$739K	Sell	24,009 -31,714	-57%	-$971K	0.02%	795
2016 Q3	$1.82M	Buy	55,723 +54,813	+6,023%	+$1.84M	0.04%	434
2016 Q2	$30K	Buy	+910	New	+$29.2K	﹤0.01%	2793

Other funds holding XLRE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BAPIM

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Advisor Group's XLRE Position: Q4 2019 in Review

Advisor Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.1% in Q4 2019, selling an estimated $37.1K and leaving 44,547 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #885.

Advisor Group first reported a position in XLRE in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.82M in Q3 2016. 432 funds tracked by Wall St. Rank hold XLRE as of Q4 2019.

Advisor Group held 44,547 shares of State Street Real Estate Select Sector SPDR ETF worth $1.72M as of Q4 2019.
Advisor Group sold 959 State Street Real Estate Select Sector SPDR ETF shares in Q4 2019, an estimated $37.1K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #885 holding.
Advisor Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's State Street Real Estate Select Sector SPDR ETF position peaked at $1.82M in Q3 2016.
432 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.