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McAdam LLC’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

McAdam LLC’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
2018
Q4 		– Sell
-15
Closed – – 635
2018
Q3 		$0 Buy
15
+11
+275% +$365 ﹤0.01% 745
2018
Q2 		$0 Hold
4
– – ﹤0.01% 829
2018
Q1 		$0 Buy
+4
New +$124 ﹤0.01% 809

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAPIM
British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

McAdam LLC's XLRE Position: Q4 2018 in Review

McAdam LLC sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2018, closing a stake of 15 shares.

McAdam LLC first reported a position in XLRE in Q1 2018 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 347 funds tracked by Wall St. Rank hold XLRE as of Q4 2018.

  • McAdam LLC reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 15 State Street Real Estate Select Sector SPDR ETF shares in Q4 2018.
  • McAdam LLC first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's State Street Real Estate Select Sector SPDR ETF position peaked at $0 in Q3 2018.
  • 347 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.