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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$19K Sell
601
-14
-2% -$437 0.01% 276
2016
Q4
$19K Buy
615
+443
+258% +$13.6K 0.01% 270
2016
Q3
$6K Buy
+172
New +$5.77K ﹤0.01% 364

Other funds holding XLRE

LBA Wealth Management's XLRE Position: Q1 2017 in Review

LBA Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.3% in Q1 2017, selling an estimated $437 and leaving 601 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #276.

LBA Wealth Management first reported a position in XLRE in Q3 2016 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold XLRE as of Q1 2017.

  • LBA Wealth Management held 601 shares of State Street Real Estate Select Sector SPDR ETF worth $19K as of Q1 2017.
  • LBA Wealth Management sold 14 State Street Real Estate Select Sector SPDR ETF shares in Q1 2017, an estimated $437.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #276 holding.
  • LBA Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.