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Clear Perspective Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Clear Perspective 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
2018
Q3 		– Sell
-118
Closed -$4K – 455
2018
Q2 		$4K Hold
118
– – ﹤0.01% 434
2018
Q1 		$4K Sell
118
-695
-85% -$21.6K ﹤0.01% 424
2017
Q4 		$27K Sell
813
-201
-20% -$6.63K 0.02% 274
2017
Q3 		$33K Sell
1,014
-278
-22% -$9.03K 0.03% 257
2017
Q2 		$42K Hold
1,292
– – 0.04% 239
2017
Q1 		$41K Sell
1,292
-83
-6% -$2.59K 0.03% 227
2016
Q4 		$42K Buy
+1,375
New +$42.1K 0.03% 214

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
BAPIM
British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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