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

Atlas Private 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 Q2	–	Sell	-1,041	Closed	-$41K	–	392
2021 Q1	$41K	Sell	1,041 -755	-42%	-$28.4K	0.03%	204
2020 Q4	$66K	Sell	1,796 -153	-8%	-$5.55K	0.05%	172
2020 Q3	$69K	Sell	1,949 -27	-1%	-$962	0.05%	162
2020 Q2	$69K	Sell	1,976 -41	-2%	-$1.39K	0.06%	174
2020 Q1	$63K	Buy	2,017 +1	+0%	+$37	0.06%	166
2019 Q4	$78K	Buy	+2,016	New	+$78K	0.06%	173

Other funds holding XLRE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Atlas Private Wealth Management's XLRE Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2021, closing a stake of 1,041 shares — an estimated $41K sold.

Atlas Private Wealth Management first reported a position in XLRE in Q4 2019 and held it in 6 quarters. The position peaked at $78K in Q4 2019. 507 funds tracked by Wall St. Rank hold XLRE as of Q2 2021.

Atlas Private Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 1,041 State Street Real Estate Select Sector SPDR ETF shares in Q2 2021, an estimated $41K.
Atlas Private Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $78K 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 Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.