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	–	452
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

BAPIM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Clear Perspective Advisors's XLRE Position: Q3 2018 in Review

Clear Perspective Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2018, closing a stake of 118 shares — an estimated $4K sold.

Clear Perspective Advisors first reported a position in XLRE in Q4 2016 and held it in 7 quarters. The position peaked at $42K in Q2 2017. 312 funds tracked by Wall St. Rank hold XLRE as of Q3 2018.

Clear Perspective Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 118 State Street Real Estate Select Sector SPDR ETF shares in Q3 2018, an estimated $4K.
Clear Perspective Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $42K in Q2 2017.
312 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.