Anchor Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Anchor Investment 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 Q4	–	Sell	-77	Closed	-$2.72K	–	963
2020 Q3	$2.72K	Hold	77	–	–	﹤0.01%	784
2020 Q2	$2.68K	Sell	77 -26	-25%	-$879	﹤0.01%	762
2020 Q1	$3.19K	Hold	103	–	–	﹤0.01%	728
2019 Q4	$3.98K	Hold	103	–	–	﹤0.01%	725
2019 Q3	$4.05K	Hold	103	–	–	﹤0.01%	714
2019 Q2	$3.79K	Hold	103	–	–	﹤0.01%	713
2019 Q1	$3.73K	Hold	103	–	–	﹤0.01%	709
2018 Q4	$3.19K	Hold	103	–	–	﹤0.01%	731
2018 Q3	$3.36K	Hold	103	–	–	﹤0.01%	753
2018 Q2	$3.37K	Sell	103 -13	-11%	-$407	﹤0.01%	769
2018 Q1	$3.6K	Sell	116 -13	-10%	-$404	﹤0.01%	735
2017 Q4	$4.25K	Sell	129 -138	-52%	-$4.55K	﹤0.01%	727
2017 Q3	$8.61K	Sell	267 -66	-20%	-$2.14K	﹤0.01%	639
2017 Q2	$10.7K	Sell	333 -26	-7%	-$833	﹤0.01%	557
2017 Q1	$11.3K	Buy	359 +44	+14%	+$1.37K	﹤0.01%	550
2016 Q4	$9.69K	Hold	315	–	–	﹤0.01%	545
2016 Q3	$10.3K	Buy	+315	New	+$10.6K	﹤0.01%	526

Other funds holding XLRE

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BAPIM

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Anchor Investment Management's XLRE Position: Q4 2020 in Review

Anchor Investment Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2020, closing a stake of 77 shares — an estimated $2.72K sold.

Anchor Investment Management first reported a position in XLRE in Q3 2016 and held it in 17 quarters. The position peaked at $11.3K in Q1 2017. 422 funds tracked by Wall St. Rank hold XLRE as of Q4 2020.

Anchor Investment Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Anchor Investment Management sold 77 State Street Real Estate Select Sector SPDR ETF shares in Q4 2020, an estimated $2.72K.
Anchor Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 17 quarters.
Anchor Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $11.3K in Q1 2017.
422 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2020.

Based on Anchor Investment Management's 13F filing for Q4 2020, filed 2 Jan 2024.