Apriem Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Apriem Advisors’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
2017 Q2	–	Sell	-287	Closed	-$9K	–	559
2017 Q1	$9K	Sell	287 -473	-62%	-$14.8K	﹤0.01%	430
2016 Q4	$23K	Sell	760 -170	-18%	-$5.2K	0.01%	330
2016 Q3	$30K	Buy	+930	New	+$31.2K	0.01%	282

Other funds holding XLRE

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

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 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

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RMPT

Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

Apriem Advisors's XLRE Position: Q2 2017 in Review

Apriem Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2017, closing a stake of 287 shares — an estimated $9K sold.

Apriem Advisors first reported a position in XLRE in Q3 2016 and held it in 3 quarters. The position peaked at $30K in Q3 2016. 292 funds tracked by Wall St. Rank hold XLRE as of Q2 2017.

Apriem Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 287 State Street Real Estate Select Sector SPDR ETF shares in Q2 2017, an estimated $9K.
Apriem Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 3 quarters.
Apriem Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $30K in Q3 2016.
292 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.