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Cetera Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Cetera Investment 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
2017
Q2 		– Sell
-9,478
Closed -$300K – 100
2017
Q1 		$300K Buy
+9,478
New +$296K 0.34% 95
2016
Q4 		– Sell
-16,696
Closed -$547K – 123
2016
Q3 		$547K Buy
+16,696
New +$560K 0.35% 85

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

Cetera Investment Management's XLRE Position: Q2 2017 in Review

Cetera Investment Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2017, closing a stake of 9,478 shares — an estimated $300K sold.

Cetera Investment Management first reported a position in XLRE in Q3 2016 and held it in 2 quarters. The position peaked at $547K in Q3 2016. 292 funds tracked by Wall St. Rank hold XLRE as of Q2 2017.

  • Cetera Investment Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
  • Cetera Investment Management sold 9,478 State Street Real Estate Select Sector SPDR ETF shares in Q2 2017, an estimated $300K.
  • Cetera Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 2 quarters.
  • Cetera Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $547K in Q3 2016.
  • 292 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2017.

Based on Cetera Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.