Julex Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Julex Capital 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
2019 Q3	$13K	Sell	335 -155,671	-100%	-$5.97M	0.03%	31
2019 Q2	$5.73M	Sell	156,006 -220,132	-59%	-$8.04M	6.32%	7
2019 Q1	$13.6M	Sell	376,138 -272,169	-42%	-$9.28M	11.8%	2
2018 Q4	$20.8M	Buy	+648,307	New	+$21M	13.54%	2

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Julex Capital Management's XLRE Position: Q3 2019 in Review

Julex Capital Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 100% in Q3 2019, selling an estimated $5.97M and leaving 335 shares worth $13K. The position accounts for 0.03% of the portfolio, ranked #31.

Julex Capital Management first reported a position in XLRE in Q4 2018 and has held it in 4 quarters since. The position peaked at $20.8M in Q4 2018. 391 funds tracked by Wall St. Rank hold XLRE as of Q3 2019.

Julex Capital Management held 335 shares of State Street Real Estate Select Sector SPDR ETF worth $13K as of Q3 2019.
Julex Capital Management sold 155,671 State Street Real Estate Select Sector SPDR ETF shares in Q3 2019, an estimated $5.97M.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Julex Capital Management's portfolio in Q3 2019, its #31 holding.
Julex Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and has held it in 4 quarters since.
Julex Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $20.8M in Q4 2018.
391 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.