KPCM
XLRE icon

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

Kings Point 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
2021
Q2 		– Sell
-639
Closed -$25K – 569
2021
Q1 		$25K Buy
+639
New +$24K ﹤0.01% 428

Other funds holding XLRE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kings Point Capital Management's XLRE Position: Q2 2021 in Review

Kings Point Capital Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2021, closing a stake of 639 shares — an estimated $25K sold.

Kings Point Capital Management first reported a position in XLRE in Q1 2021 and held it in 1 quarter. The position peaked at $25K in Q1 2021. 507 funds tracked by Wall St. Rank hold XLRE as of Q2 2021.

  • Kings Point Capital Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Kings Point Capital Management sold 639 State Street Real Estate Select Sector SPDR ETF shares in Q2 2021, an estimated $25K.
  • Kings Point Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and held it in 1 quarter.
  • Kings Point Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $25K in Q1 2021.
  • 507 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2021.

Based on Kings Point Capital Management's 13F filing for Q2 2021, filed 13 Aug 2021.