Castleview Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Castleview Partners’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 Q2	$308K	Buy	+6,943	New	+$298K	0.14%	160

Other funds holding XLRE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Castleview Partners's XLRE Position: Q2 2021 in Review

Castleview Partners opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2021: 6,943 shares worth $308K. The stake represents 0.14% of the portfolio and ranks #160 among its holdings.

507 funds tracked by Wall St. Rank hold XLRE as of Q2 2021.

Castleview Partners held 6,943 shares of State Street Real Estate Select Sector SPDR ETF worth $308K as of Q2 2021.
State Street Real Estate Select Sector SPDR ETF was a new Castleview Partners position in Q2 2021.
State Street Real Estate Select Sector SPDR ETF made up 0.14% of Castleview Partners's portfolio in Q2 2021, its #160 holding.
507 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.