AC
XLRE icon

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

AFAM 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
2018
Q2 		– Sell
-75,449
Closed -$2.35M – 205
2018
Q1 		$2.35M Buy
75,449
+25,906
+52% +$804K 0.26% 127
2017
Q4 		$1.63M Buy
49,543
+4,131
+9% +$136K 0.18% 153
2017
Q3 		$1.46M Sell
45,412
-72,905
-62% -$2.37M 0.18% 153
2017
Q2 		$3.81M Buy
118,317
+82,807
+233% +$2.65M 0.49% 95
2017
Q1 		$1.12M Buy
+35,510
New +$1.11M 0.16% 155
2016
Q4 		– Sell
-29,090
Closed -$953K – 188
2016
Q3 		$953K Buy
+29,090
New +$976K 0.15% 150

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
BAPIM
British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return