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

Allred Capital 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
2021
Q2 		– Sell
-83
Closed -$3.29K – 779
2021
Q1 		$3.29K Buy
+83
New +$3.12K ﹤0.01% 720
2020
Q1 		– Sell
-113
Closed -$4.35K – 736
2019
Q4 		$4.35K Buy
+113
New +$4.37K ﹤0.01% 682

Other funds holding XLRE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allred Capital Management's XLRE Position: Q2 2021 in Review

Allred Capital Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2021, closing a stake of 83 shares — an estimated $3.29K sold.

Allred Capital Management first reported a position in XLRE in Q4 2019 and held it in 2 quarters. The position peaked at $4.35K in Q4 2019. 507 funds tracked by Wall St. Rank hold XLRE as of Q2 2021.

  • Allred Capital Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 83 State Street Real Estate Select Sector SPDR ETF shares in Q2 2021, an estimated $3.29K.
  • Allred Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $4.35K in Q4 2019.
  • 507 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.