JWM
XLRE icon

Jeppson Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Jeppson Wealth Management’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
Q4 		– Sell
-85
Closed -$3K – 470
2020
Q3 		$3K Buy
+85
New +$3.03K ﹤0.01% 476

Other funds holding XLRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BAPIM
British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Jeppson Wealth Management's XLRE Position: Q4 2020 in Review

Jeppson Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2020, closing a stake of 85 shares — an estimated $3K sold.

Jeppson Wealth Management first reported a position in XLRE in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 422 funds tracked by Wall St. Rank hold XLRE as of Q4 2020.

  • Jeppson Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 85 State Street Real Estate Select Sector SPDR ETF shares in Q4 2020, an estimated $3K.
  • Jeppson Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $3K in Q3 2020.
  • 422 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.