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Hefty Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Hefty Wealth Partners’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
2016
Q4 		– Sell
-14,276
Closed -$467K – 261
2016
Q3 		$467K Buy
+14,276
New +$479K 0.35% 75

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Goldman Sachs
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BlackRock
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMIM
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PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Hefty Wealth Partners's XLRE Position: Q4 2016 in Review

Hefty Wealth Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2016, closing a stake of 14,276 shares — an estimated $467K sold.

Hefty Wealth Partners first reported a position in XLRE in Q3 2016 and held it in 1 quarter. The position peaked at $467K in Q3 2016. 326 funds tracked by Wall St. Rank hold XLRE as of Q4 2016.

  • Hefty Wealth Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 14,276 State Street Real Estate Select Sector SPDR ETF shares in Q4 2016, an estimated $467K.
  • Hefty Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 1 quarter.
  • Hefty Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $467K in Q3 2016.
  • 326 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2016.

Based on Hefty Wealth Partners's 13F filing for Q4 2016, filed 5 Jan 2017.