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

FormulaFolio 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 Q1	–	Sell	-24,542	Closed	-$949K	–	385
2019 Q4	$949K	Buy	24,542 +546	+2%	+$21.1K	0.03%	181
2019 Q3	$944K	Buy	23,996 +3,346	+16%	+$128K	0.04%	159
2019 Q2	$759K	Buy	20,650 +2,384	+13%	+$87.1K	0.03%	166
2019 Q1	$662K	Buy	18,266 +5,506	+43%	+$188K	0.03%	167
2018 Q4	$416K	Hold	12,760	–	–	0.02%	220
2018 Q3	$416K	Buy	+12,760	New	+$423K	0.02%	220

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

PVH

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

BAPIM

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

FormulaFolio Investments's XLRE Position: Q1 2020 in Review

FormulaFolio Investments sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2020, closing a stake of 24,542 shares — an estimated $949K sold.

FormulaFolio Investments first reported a position in XLRE in Q3 2018 and held it in 6 quarters. The position peaked at $949K in Q4 2019. 398 funds tracked by Wall St. Rank hold XLRE as of Q1 2020.

FormulaFolio Investments reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
FormulaFolio Investments sold 24,542 State Street Real Estate Select Sector SPDR ETF shares in Q1 2020, an estimated $949K.
FormulaFolio Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2018 and held it in 6 quarters.
FormulaFolio Investments's State Street Real Estate Select Sector SPDR ETF position peaked at $949K in Q4 2019.
398 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2020.

Based on FormulaFolio Investments's 13F filing for Q1 2020, filed 14 May 2020.