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Mosaic Family Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Mosaic Family Wealth’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
-14
Closed – – 684
2018
Q2 		$0 Hold
14
– – ﹤0.01% 700
2018
Q1 		$0 Hold
14
– – ﹤0.01% 704
2017
Q4 		$0 Buy
+14
New +$462 ﹤0.01% 937

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
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $3B 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 $871B 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

Mosaic Family Wealth's XLRE Position: Q3 2018 in Review

Mosaic Family Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2018, closing a stake of 14 shares.

Mosaic Family Wealth first reported a position in XLRE in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q2 2018. 313 funds tracked by Wall St. Rank hold XLRE as of Q3 2018.

  • Mosaic Family Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
  • Mosaic Family Wealth sold 14 State Street Real Estate Select Sector SPDR ETF shares in Q3 2018.
  • Mosaic Family Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and held it in 3 quarters.
  • Mosaic Family Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $0 in Q2 2018.
  • 313 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.