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	–	395
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 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

Fortis Advisors's XLRE Position: Q1 2020 in Review

Fortis Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2020, closing a stake of 39 shares — an estimated $2K sold.

Fortis Advisors first reported a position in XLRE in Q1 2017 and held it in 12 quarters. The position peaked at $2K in Q4 2019. 398 funds tracked by Wall St. Rank hold XLRE as of Q1 2020.

Fortis Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Fortis Advisors sold 39 State Street Real Estate Select Sector SPDR ETF shares in Q1 2020, an estimated $2K.
Fortis Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2017 and held it in 12 quarters.
Fortis Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $2K 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 Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.