MPS Loria Financial Planners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-265	Closed	-$10K	–	573
2021 Q1	$10K	Buy	265 +1	+0.4%	+$38	﹤0.01%	294
2020 Q4	$9K	Buy	264 +102	+63%	+$3.7K	﹤0.01%	315
2020 Q3	$6K	Buy	162 +1	+0.6%	+$36	﹤0.01%	270
2020 Q2	$6K	Buy	+161	New	+$5.44K	﹤0.01%	278
2017 Q3	–	Sell	-146	Closed	-$5K	–	352
2017 Q2	$5K	Buy	+146	New	+$4.67K	﹤0.01%	330

Other funds holding XLRE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

MPS Loria Financial Planners's XLRE Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2021, closing a stake of 265 shares — an estimated $10K sold.

MPS Loria Financial Planners first reported a position in XLRE in Q2 2017 and held it in 5 quarters. The position peaked at $10K in Q1 2021. 507 funds tracked by Wall St. Rank hold XLRE as of Q2 2021.

MPS Loria Financial Planners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 265 State Street Real Estate Select Sector SPDR ETF shares in Q2 2021, an estimated $10K.
MPS Loria Financial Planners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's State Street Real Estate Select Sector SPDR ETF position peaked at $10K in Q1 2021.
507 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.