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Legacy Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Legacy Advisors’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 		– Sell
-1,014
Closed -$37K – 336
2019
Q2 		$37K Hold
1,014
– – 0.03% 224
2019
Q1 		$37K Buy
+1,014
New +$34.6K 0.01% 237
2018
Q4 		– Sell
-820
Closed -$27K – 405
2018
Q3 		$27K Hold
820
– – 0.01% 278
2018
Q2 		$27K Buy
+820
New +$25.6K 0.02% 235

Other funds holding XLRE

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Legacy Advisors's XLRE Position: Q3 2019 in Review

Legacy Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2019, closing a stake of 1,014 shares — an estimated $37K sold.

Legacy Advisors first reported a position in XLRE in Q2 2018 and held it in 4 quarters. The position peaked at $37K in Q2 2019. 391 funds tracked by Wall St. Rank hold XLRE as of Q3 2019.

  • Legacy Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 1,014 State Street Real Estate Select Sector SPDR ETF shares in Q3 2019, an estimated $37K.
  • Legacy Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and held it in 4 quarters.
  • Legacy Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $37K in Q2 2019.
  • 391 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.