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Optimum Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Optimum Investment Advisors’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
2020
Q4 		– Sell
-2,500
Closed -$7K – 963
2020
Q3 		$7K Buy
+2,500
New +$89.1K ﹤0.01% 742

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Optimum Investment Advisors's XLRE Position: Q3 2021 in Review

Optimum Investment Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2021, closing a stake of 66 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in XLRE in Q1 2018 and held it in 12 quarters. The position peaked at $15K in Q2 2019. 544 funds tracked by Wall St. Rank hold XLRE as of Q3 2021.

  • Optimum Investment Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 66 State Street Real Estate Select Sector SPDR ETF shares in Q3 2021, an estimated $3K.
  • Optimum Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2018 and held it in 12 quarters.
  • Optimum Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $15K in Q2 2019.
  • 544 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.