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Burt Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Burt Wealth 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
2020
Q2 		– Sell
-71
Closed -$2K – 448
2020
Q1 		$2K Buy
+71
New +$2.65K ﹤0.01% 353

Other funds holding XLRE

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BAPIM
British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Burt Wealth Advisors's XLRE Position: Q2 2020 in Review

Burt Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2020, closing a stake of 71 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in XLRE in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 389 funds tracked by Wall St. Rank hold XLRE as of Q2 2020.

  • Burt Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 71 State Street Real Estate Select Sector SPDR ETF shares in Q2 2020, an estimated $2K.
  • Burt Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and held it in 1 quarter.
  • Burt Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $2K in Q1 2020.
  • 389 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.