Altavista Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Altavista Wealth 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 Q4	$1.79M	Buy	34,652 +95	+0.3%	+$4.57K	0.36%	55
2021 Q3	$1.54M	Buy	34,557 +4,123	+14%	+$192K	0.34%	59
2021 Q2	$1.35M	Buy	30,434 +5,340	+21%	+$229K	0.29%	66
2021 Q1	$991K	Buy	25,094 +1,102	+5%	+$41.4K	0.24%	78
2020 Q4	$877K	Buy	23,992 +6,837	+40%	+$248K	0.22%	75
2020 Q3	$605K	Buy	+17,155	New	+$611K	0.17%	88

Other funds holding XLRE

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

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

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 $20.6B AUM 59.59% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Altavista Wealth Management's XLRE Position: Q4 2021 in Review

Altavista Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.27% in Q4 2021, buying an estimated $4.57K and bringing the position to 34,652 shares worth $1.79M. The position accounts for 0.36% of the portfolio, ranked #55.

Altavista Wealth Management first reported a position in XLRE in Q3 2020 and has held it in 6 quarters since. 649 funds tracked by Wall St. Rank hold XLRE as of Q4 2021.

Altavista Wealth Management held 34,652 shares of State Street Real Estate Select Sector SPDR ETF worth $1.79M as of Q4 2021.
Altavista Wealth Management bought 95 State Street Real Estate Select Sector SPDR ETF shares in Q4 2021, an estimated $4.57K.
State Street Real Estate Select Sector SPDR ETF made up 0.36% of Altavista Wealth Management's portfolio in Q4 2021, its #55 holding.
Altavista Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and has held it in 6 quarters since.
649 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.