Novak Financial Planning’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Novak Financial Planning’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	$2.81M	Buy	63,471 +3,198	+5%	+$137K	1.38%	22
2021 Q1	$2.38M	Buy	60,273 +12,676	+27%	+$477K	1.31%	23
2020 Q4	$1.74M	Buy	+47,597	New	+$1.73M	1.02%	30

Other funds holding XLRE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Novak Financial Planning's XLRE Position: Q2 2021 in Review

Novak Financial Planning increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5.3% in Q2 2021, buying an estimated $137K and bringing the position to 63,471 shares worth $2.81M. The position accounts for 1.38% of the portfolio, ranked #22.

Novak Financial Planning first reported a position in XLRE in Q4 2020 and has held it in 3 quarters since. 507 funds tracked by Wall St. Rank hold XLRE as of Q2 2021.

Novak Financial Planning held 63,471 shares of State Street Real Estate Select Sector SPDR ETF worth $2.81M as of Q2 2021.
Novak Financial Planning bought 3,198 State Street Real Estate Select Sector SPDR ETF shares in Q2 2021, an estimated $137K.
State Street Real Estate Select Sector SPDR ETF made up 1.38% of Novak Financial Planning's portfolio in Q2 2021, its #22 holding.
Novak Financial Planning first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and has held it in 3 quarters since.
507 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.