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

Independence 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 Q2	–	Sell	-194	Closed	-$6K	–	171
2020 Q1	$6K	Hold	194	–	–	﹤0.01%	138
2019 Q4	$8K	Buy	+194	New	+$7.5K	﹤0.01%	145

Other funds holding XLRE

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BAPIM

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independence Advisors's XLRE Position: Q2 2020 in Review

Independence Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2020, closing a stake of 194 shares — an estimated $6K sold.

Independence Advisors first reported a position in XLRE in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 389 funds tracked by Wall St. Rank hold XLRE as of Q2 2020.

Independence Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Independence Advisors sold 194 State Street Real Estate Select Sector SPDR ETF shares in Q2 2020, an estimated $6K.
Independence Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 2 quarters.
Independence Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $8K in Q4 2019.
389 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2020.

Based on Independence Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.