ClearBridge Investments’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

ClearBridge Investments’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 Q3	–	Sell	-69	Closed	-$2K	–	1001
2020 Q2	$2K	Hold	69	–	–	﹤0.01%	945
2020 Q1	$2K	Hold	69	–	–	﹤0.01%	1020
2019 Q4	$3K	Hold	69	–	–	﹤0.01%	1057
2019 Q3	$3K	Hold	69	–	–	﹤0.01%	1072
2019 Q2	$3K	Hold	69	–	–	﹤0.01%	1056
2019 Q1	$2K	Hold	69	–	–	﹤0.01%	1055
2018 Q4	$2K	Hold	69	–	–	﹤0.01%	1102
2018 Q3	$2K	Hold	69	–	–	﹤0.01%	1113
2018 Q2	$2K	Hold	69	–	–	﹤0.01%	1107
2018 Q1	$2K	Hold	69	–	–	﹤0.01%	1107
2017 Q4	$2K	Hold	69	–	–	﹤0.01%	1123
2017 Q3	$2K	Buy	+69	New	+$2.24K	﹤0.01%	1160

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

BAPIM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ClearBridge Investments's XLRE Position: Q3 2020 in Review

ClearBridge Investments sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2020, closing a stake of 69 shares — an estimated $2K sold.

ClearBridge Investments first reported a position in XLRE in Q3 2017 and held it in 12 quarters. The position peaked at $3K in Q4 2019. 402 funds tracked by Wall St. Rank hold XLRE as of Q3 2020.

ClearBridge Investments reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
ClearBridge Investments sold 69 State Street Real Estate Select Sector SPDR ETF shares in Q3 2020, an estimated $2K.
ClearBridge Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2017 and held it in 12 quarters.
ClearBridge Investments's State Street Real Estate Select Sector SPDR ETF position peaked at $3K in Q4 2019.
402 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2020.

Based on ClearBridge Investments's 13F filing for Q3 2020, filed 12 Nov 2020.