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IFWM
Institute for Wealth Management’s
State Street Real Estate Select Sector SPDR ETF
XLRE
Stock Holding History
Institute for Wealth Management’s Portfolio
XLRE Stock Details
XLRE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-4,743
Closed
-$229K
–
562
2022
Q1
$229K
Sell
4,743
-27
-0.6%
-$1.27K
0.04%
487
2021
Q4
$247K
Sell
4,770
-59
-1%
-$2.84K
0.04%
420
2021
Q3
$215K
Hold
4,829
–
–
0.04%
452
2021
Q2
$214K
Buy
+4,829
New
+$207K
0.04%
451
2020
Q4
–
Sell
-11,869
Closed
-$419K
–
458
2020
Q3
$419K
Buy
11,869
+421
+4%
+$15K
0.1%
258
2020
Q2
$399K
Buy
11,448
+1,911
+20%
+$64.6K
0.1%
277
2020
Q1
$296K
Sell
9,537
-3,760
-28%
-$140K
0.09%
280
2019
Q4
$514K
Sell
13,297
-1,054
-7%
-$40.8K
0.12%
245
2019
Q3
$565K
Buy
14,351
+142
+1%
+$5.45K
0.14%
213
2019
Q2
$522K
Buy
14,209
+8,661
+156%
+$316K
0.12%
246
2019
Q1
$201K
Buy
+5,548
New
+$189K
0.04%
415
2017
Q3
–
Sell
-6,784
Closed
-$206K
–
400
2017
Q2
$206K
Buy
+6,784
New
+$217K
0.06%
375
Other funds holding XLRE
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$14.7B AUM
47%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
PF
Phoenix Financial
Givatayim, Israel
$10.5B AUM
49.21%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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