BWP
XLRE icon

Bernardo Wealth Planning’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bernardo Wealth Planning’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
Q1 		– Sell
-9,270
Closed -$338K – 168
2020
Q4 		$338K Buy
9,270
+2,269
+32% +$82.3K 0.13% 124
2020
Q3 		$246K Buy
7,001
+755
+12% +$26.9K 0.11% 134
2020
Q2 		$217K Buy
+6,246
New +$211K 0.12% 123
2020
Q1 		– Sell
-5,834
Closed -$225K – 170
2019
Q4 		$225K Sell
5,834
-139
-2% -$5.38K 0.14% 151
2019
Q3 		$234K Sell
5,973
-179
-3% -$6.87K 0.17% 130
2019
Q2 		$226K Sell
6,152
-49
-0.8% -$1.79K 0.18% 128
2019
Q1 		$225K Buy
+6,201
New +$212K 0.18% 124

Other funds holding XLRE

OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAPIM
British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return