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Pacific Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Pacific Financial Group’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
2019
Q4 		– Sell
-13,990
Closed -$514K – 91
2019
Q3 		$514K Sell
13,990
-713
-5% -$27.4K 0.06% 66
2019
Q2 		$533K Buy
+14,703
New +$537K 0.06% 61

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BAPIM
British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Pacific Financial Group's XLRE Position: Q4 2019 in Review

Pacific Financial Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2019, closing a stake of 13,990 shares — an estimated $514K sold.

Pacific Financial Group first reported a position in XLRE in Q2 2019 and held it in 2 quarters. The position peaked at $533K in Q2 2019. 432 funds tracked by Wall St. Rank hold XLRE as of Q4 2019.

  • Pacific Financial Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
  • Pacific Financial Group sold 13,990 State Street Real Estate Select Sector SPDR ETF shares in Q4 2019, an estimated $514K.
  • Pacific Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2019 and held it in 2 quarters.
  • Pacific Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $533K in Q2 2019.
  • 432 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2019.

Based on Pacific Financial Group's 13F filing for Q4 2019, filed 7 Jan 2020.