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

Beaumont Financial 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
2022
Q1 		– Sell
-20,341
Closed -$1.05M – 390
2021
Q4 		$1.05M Sell
20,341
-3,309
-14% -$159K 0.08% 140
2021
Q3 		$1.05M Sell
23,650
-2,463
-9% -$114K 0.08% 136
2021
Q2 		$1.16M Sell
26,113
-5,333
-17% -$229K 0.09% 131
2021
Q1 		$1.24M Sell
31,446
-207,764
-87% -$7.81M 0.11% 128
2020
Q4 		$8.74M Sell
239,210
-17,832
-7% -$647K 0.78% 36
2020
Q3 		$9.06M Buy
257,042
+232,754
+958% +$8.3M 0.87% 31
2020
Q2 		$845K Buy
+24,288
New +$821K 0.09% 148
2020
Q1 		– Sell
-65,865
Closed -$2.55M – 297
2019
Q4 		$2.55M Sell
65,865
-1,083
-2% -$41.9K 0.25% 77
2019
Q3 		$2.63M Sell
66,948
-4,883
-7% -$187K 0.26% 82
2019
Q2 		$2.64M Sell
71,831
-6,255
-8% -$229K 0.27% 77
2019
Q1 		$2.83M Buy
+78,086
New +$2.66M 0.3% 73
2018
Q4 		– Sell
-104,041
Closed -$3.39M – 243
2018
Q3 		$3.39M Sell
104,041
-59,901
-37% -$1.99M 0.34% 66
2018
Q2 		$5.36M Buy
+163,942
New +$5.13M 0.57% 47
2018
Q1 		– Sell
-125,162
Closed -$4.12M – 225
2017
Q4 		$4.12M Sell
125,162
-15,895
-11% -$524K 0.48% 57
2017
Q3 		$4.55M Sell
141,057
-475
-0.3% -$15.4K 0.57% 54
2017
Q2 		$4.56M Sell
141,532
-1,803
-1% -$57.7K 0.59% 54
2017
Q1 		$4.53M Buy
+143,335
New +$4.47M 0.62% 55
2016
Q4 		– Sell
-145,757
Closed -$4.78M – 168
2016
Q3 		$4.78M Buy
+145,757
New +$4.89M 0.76% 53

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Beaumont Financial Advisors's XLRE Position: Q1 2022 in Review

Beaumont Financial Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2022, closing a stake of 20,341 shares — an estimated $1.05M sold.

Beaumont Financial Advisors first reported a position in XLRE in Q3 2016 and held it in 18 quarters. The position peaked at $9.06M in Q3 2020. 637 funds tracked by Wall St. Rank hold XLRE as of Q1 2022.

  • Beaumont Financial Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 20,341 State Street Real Estate Select Sector SPDR ETF shares in Q1 2022, an estimated $1.05M.
  • Beaumont Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 18 quarters.
  • Beaumont Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $9.06M in Q3 2020.
  • 637 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2022.

Based on Beaumont Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.