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IF
Ironwood Financial’s
State Street Real Estate Select Sector SPDR ETF
XLRE
Stock Holding History
Ironwood Financial’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
2021
Q4
–
Sell
-633
Closed
-$28K
–
558
2021
Q3
$28K
Hold
633
–
–
0.01%
247
2021
Q2
$28K
Hold
633
–
–
0.01%
246
2021
Q1
$25K
Hold
633
–
–
0.01%
238
2020
Q4
$23K
Hold
633
–
–
0.01%
233
2020
Q3
$22K
Hold
633
–
–
0.01%
184
2020
Q2
$22K
Hold
633
–
–
0.01%
173
2020
Q1
$20K
Hold
633
–
–
0.01%
153
2019
Q4
$24K
Hold
633
–
–
0.01%
186
2019
Q3
$25K
Hold
633
–
–
0.01%
177
2019
Q2
$23K
Hold
633
–
–
0.01%
190
2019
Q1
$23K
Sell
633
-69
-10%
-$2.35K
0.01%
181
2018
Q4
$22K
Hold
702
–
–
0.01%
172
2018
Q3
$23K
Hold
702
–
–
0.01%
182
2018
Q2
$23K
Hold
702
–
–
0.01%
151
2018
Q1
$22K
Hold
702
–
–
0.02%
131
2017
Q4
$23K
Hold
702
–
–
0.01%
133
2017
Q3
$23K
Hold
702
–
–
0.01%
137
2017
Q2
$23K
Hold
702
–
–
0.01%
127
2017
Q1
$22K
Sell
702
-77
-10%
-$2.4K
0.01%
129
2016
Q4
$24K
Buy
+779
New
+$23.8K
0.02%
121
Other funds holding XLRE
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid, Spain
$14.3B AUM
26.23%
1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$14.7B AUM
47%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
CM
Churchill Management
Los Angeles, California
$9.21B AUM
19.91%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
PF
Phoenix Financial
Givatayim, Israel
$10.5B AUM
49.21%
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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