IP
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Intellectus Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Intellectus 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
2019
Q2 		– Sell
-352
Closed -$13K – 408
2019
Q1 		$13K Buy
+352
New +$12K 0.01% 336
2018
Q4 		– Sell
-3,066
Closed -$100K – 551
2018
Q3 		$100K Sell
3,066
-180
-6% -$5.97K 0.04% 289
2018
Q2 		$106K Sell
3,246
-165
-5% -$5.16K 0.04% 275
2018
Q1 		$106K Hold
3,411
– – 0.04% 279
2017
Q4 		$112K Sell
3,411
-55
-2% -$1.81K 0.04% 276
2017
Q3 		$112K Sell
3,466
-274
-7% -$8.9K 0.05% 287
2017
Q2 		$120K Buy
3,740
+890
+31% +$28.5K 0.05% 255
2017
Q1 		$90K Hold
2,850
– – 0.05% 256
2016
Q4 		$88K Buy
+2,850
New +$87.3K 0.05% 247

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 $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return