Monroe Bank & Trust’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Monroe Bank & Trust’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 Q3	–	Sell	-6	Closed	–	–	232
2018 Q2	$0	Hold	6	–	–	﹤0.01%	248
2018 Q1	$0	Hold	6	–	–	﹤0.01%	268
2017 Q4	$0	Buy	+6	New	+$198	﹤0.01%	265
2017 Q3	–	Sell	-235	Closed	-$8K	–	248
2017 Q2	$8K	Sell	235 -1,820	-89%	-$58.3K	﹤0.01%	258
2017 Q1	$65K	Sell	2,055 -346	-14%	-$10.8K	0.02%	150
2016 Q4	$74K	Sell	2,401 -6,492	-73%	-$199K	0.03%	148
2016 Q3	$275K	Buy	+8,893	New	+$298K	0.1%	102

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SGI

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

BAPIM

British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Monroe Bank & Trust's XLRE Position: Q3 2018 in Review

Monroe Bank & Trust sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2018, closing a stake of 6 shares.

Monroe Bank & Trust first reported a position in XLRE in Q3 2016 and held it in 7 quarters. The position peaked at $275K in Q3 2016. 312 funds tracked by Wall St. Rank hold XLRE as of Q3 2018.

Monroe Bank & Trust reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
Monroe Bank & Trust sold 6 State Street Real Estate Select Sector SPDR ETF shares in Q3 2018.
Monroe Bank & Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 7 quarters.
Monroe Bank & Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $275K in Q3 2016.
312 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2018.

Based on Monroe Bank & Trust's 13F filing for Q3 2018, filed 14 Nov 2018.