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

HC Financial 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
Q3 		– Sell
-81
Closed -$3K – 409
2020
Q2 		$3K Hold
81
– – ﹤0.01% 320
2020
Q1 		$3K Buy
+81
New +$3.02K ﹤0.01% 348

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BAPIM
British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HC Financial Advisors's XLRE Position: Q3 2020 in Review

HC Financial Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2020, closing a stake of 81 shares — an estimated $3K sold.

HC Financial Advisors first reported a position in XLRE in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 402 funds tracked by Wall St. Rank hold XLRE as of Q3 2020.

  • HC Financial Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
  • HC Financial Advisors sold 81 State Street Real Estate Select Sector SPDR ETF shares in Q3 2020, an estimated $3K.
  • HC Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and held it in 2 quarters.
  • HC Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $3K in Q2 2020.
  • 402 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2020.

Based on HC Financial Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.