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

Fortis 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
2020 Q1	–	Sell	-39	Closed	-$2K	–	397
2019 Q4	$2K	Hold	39	–	–	﹤0.01%	303
2019 Q3	$2K	Hold	39	–	–	﹤0.01%	296
2019 Q2	$1K	Hold	39	–	–	﹤0.01%	324
2019 Q1	$1K	Hold	39	–	–	﹤0.01%	310
2018 Q4	$1K	Hold	39	–	–	﹤0.01%	297
2018 Q3	$1K	Hold	39	–	–	﹤0.01%	293
2018 Q2	$1K	Sell	39 -13	-25%	-$407	﹤0.01%	302
2018 Q1	$2K	Hold	52	–	–	﹤0.01%	299
2017 Q4	$2K	Hold	52	–	–	﹤0.01%	279
2017 Q3	$2K	Hold	52	–	–	﹤0.01%	273
2017 Q2	$2K	Hold	52	–	–	﹤0.01%	91
2017 Q1	$2K	Buy	+52	New	+$1.62K	﹤0.01%	81

Other funds holding XLRE

Bank of America

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

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