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

Blue Bell 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
2020 Q3	–	Sell	-709	Closed	-$20K	–	215
2020 Q2	$20K	Buy	709 +474	+202%	+$16K	0.01%	141
2020 Q1	$7K	Sell	235 -27	-10%	-$1.01K	﹤0.01%	162
2019 Q4	$10K	Hold	262	–	–	﹤0.01%	155
2019 Q3	$10K	Hold	262	–	–	﹤0.01%	147
2019 Q2	$10K	Buy	+262	New	+$9.57K	﹤0.01%	150

Other funds holding XLRE

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

Morgan Stanley New York $1.89T AUM 35.08% 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

BAPIM

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

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

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

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

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

Blue Bell Private Wealth Management's XLRE Position: Q3 2020 in Review

Blue Bell Private Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2020, closing a stake of 709 shares — an estimated $20K sold.

Blue Bell Private Wealth Management first reported a position in XLRE in Q2 2019 and held it in 5 quarters. The position peaked at $20K in Q2 2020. 402 funds tracked by Wall St. Rank hold XLRE as of Q3 2020.

Blue Bell Private Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Blue Bell Private Wealth Management sold 709 State Street Real Estate Select Sector SPDR ETF shares in Q3 2020, an estimated $20K.
Blue Bell Private Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2019 and held it in 5 quarters.
Blue Bell Private Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $20K in Q2 2020.
402 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2020.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.