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Ellevest Inc’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Ellevest Inc’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
2021
Q2 		– Sell
-518
Closed -$20K – 1435
2021
Q1 		$20K Buy
+518
New +$19.5K ﹤0.01% 664

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BlackRock
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PNC Financial Services Group
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Goldman Sachs
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Envestnet Asset Management
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PF
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Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
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Ellevest Inc's XLRE Position: Q2 2021 in Review

Ellevest Inc sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2021, closing a stake of 518 shares — an estimated $20K sold.

Ellevest Inc first reported a position in XLRE in Q1 2021 and held it in 1 quarter. The position peaked at $20K in Q1 2021. 507 funds tracked by Wall St. Rank hold XLRE as of Q2 2021.

  • Ellevest Inc reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Ellevest Inc sold 518 State Street Real Estate Select Sector SPDR ETF shares in Q2 2021, an estimated $20K.
  • Ellevest Inc first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and held it in 1 quarter.
  • Ellevest Inc's State Street Real Estate Select Sector SPDR ETF position peaked at $20K in Q1 2021.
  • 507 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2021.

Based on Ellevest Inc's 13F filing for Q2 2021, filed 13 Jul 2021.