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

Elm 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
2021 Q1	–	Sell	-9	Closed	–	–	262
2020 Q4	$0	Buy	+9	New	+$327	﹤0.01%	273
2018 Q4	–	Sell	-189	Closed	-$6K	–	277
2018 Q3	$6K	Buy	+189	New	+$6.27K	﹤0.01%	279

Other funds holding XLRE

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BAPIM

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

Elm Advisors's XLRE Position: Q1 2021 in Review

Elm Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2021, closing a stake of 9 shares.

Elm Advisors first reported a position in XLRE in Q3 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 450 funds tracked by Wall St. Rank hold XLRE as of Q1 2021.

Elm Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 9 State Street Real Estate Select Sector SPDR ETF shares in Q1 2021.
Elm Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2018 and held it in 2 quarters.
Elm Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $6K in Q3 2018.
450 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.