CSat Investment Advisory’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

CSat Investment Advisory’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	-2,916	Closed	-$102K	–	1112
2020 Q2	$102K	Sell	2,916 -3,543	-55%	-$120K	0.01%	464
2020 Q1	$200K	Buy	6,459 +700	+12%	+$26.1K	0.04%	239
2019 Q4	$223K	Sell	5,759 -234	-4%	-$9.05K	0.06%	221
2019 Q3	$236K	Buy	5,993 +154	+3%	+$5.91K	0.07%	187
2019 Q2	$215K	Buy	5,839 +1,273	+28%	+$46.5K	0.08%	180
2019 Q1	$165K	Sell	4,566 -1,962	-30%	-$66.9K	0.08%	133
2018 Q4	$202K	Buy	6,528 +4,670	+251%	+$151K	0.12%	104
2018 Q3	$61K	Sell	1,858 -2,526	-58%	-$83.8K	0.03%	145
2018 Q2	$143K	Buy	+4,384	New	+$137K	0.08%	128

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

CSat Investment Advisory's XLRE Position: Q3 2020 in Review

CSat Investment Advisory sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2020, closing a stake of 2,916 shares — an estimated $102K sold.

CSat Investment Advisory first reported a position in XLRE in Q2 2018 and held it in 9 quarters. The position peaked at $236K in Q3 2019. 402 funds tracked by Wall St. Rank hold XLRE as of Q3 2020.

CSat Investment Advisory reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
CSat Investment Advisory sold 2,916 State Street Real Estate Select Sector SPDR ETF shares in Q3 2020, an estimated $102K.
CSat Investment Advisory first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and held it in 9 quarters.
CSat Investment Advisory's State Street Real Estate Select Sector SPDR ETF position peaked at $236K in Q3 2019.
402 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2020.

Based on CSat Investment Advisory's 13F filing for Q3 2020, filed 13 Nov 2020.