JIC
XLRE icon

Joel Isaacson & Co’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Joel Isaacson & Co’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
2017
Q1 		– Sell
-755
Closed -$23K – 541
2016
Q4 		$23K Sell
755
-91
-11% -$2.79K ﹤0.01% 414
2016
Q3 		$28K Buy
+846
New +$28.4K 0.01% 421

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Joel Isaacson & Co's XLRE Position: Q1 2017 in Review

Joel Isaacson & Co sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2017, closing a stake of 755 shares — an estimated $23K sold.

Joel Isaacson & Co first reported a position in XLRE in Q3 2016 and held it in 2 quarters. The position peaked at $28K in Q3 2016. 323 funds tracked by Wall St. Rank hold XLRE as of Q1 2017.

  • Joel Isaacson & Co reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 755 State Street Real Estate Select Sector SPDR ETF shares in Q1 2017, an estimated $23K.
  • Joel Isaacson & Co first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 2 quarters.
  • Joel Isaacson & Co's State Street Real Estate Select Sector SPDR ETF position peaked at $28K in Q3 2016.
  • 323 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.