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 $15.8B AUM 1.29% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BAPIM

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

Bernardo Wealth Planning's XLRE Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2021, closing a stake of 9,270 shares — an estimated $338K sold.

Bernardo Wealth Planning first reported a position in XLRE in Q1 2019 and held it in 7 quarters. The position peaked at $338K in Q4 2020. 450 funds tracked by Wall St. Rank hold XLRE as of Q1 2021.

Bernardo Wealth Planning reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 9,270 State Street Real Estate Select Sector SPDR ETF shares in Q1 2021, an estimated $338K.
Bernardo Wealth Planning first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and held it in 7 quarters.
Bernardo Wealth Planning's State Street Real Estate Select Sector SPDR ETF position peaked at $338K in Q4 2020.
450 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.