MBT
XLRE icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
BAPIM
British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return