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

Patten 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 Q1	–	Sell	-324	Closed	-$10K	–	551
2018 Q4	$10K	Sell	324 -547	-63%	-$17.7K	﹤0.01%	438
2018 Q3	$28K	Hold	871	–	–	0.01%	387
2018 Q2	$28K	Sell	871 -10	-1%	-$313	0.01%	379
2018 Q1	$27K	Sell	881 -1,058	-55%	-$32.8K	0.01%	376
2017 Q4	$64K	Sell	1,939 -54	-3%	-$1.78K	0.03%	316
2017 Q3	$64K	Sell	1,993 -19	-0.9%	-$617	0.03%	300
2017 Q2	$66K	Buy	2,012 +1,720	+589%	+$55.1K	0.03%	295
2017 Q1	$9K	Hold	292	–	–	﹤0.01%	479
2016 Q4	$9K	Sell	292 -627	-68%	-$19.2K	﹤0.01%	468
2016 Q3	$28.9K	Buy	+919	New	+$30.8K	0.01%	376

Other funds holding XLRE

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

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

BAPIM

British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return

Patten Group's XLRE Position: Q1 2019 in Review

Patten Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2019, closing a stake of 324 shares — an estimated $10K sold.

Patten Group first reported a position in XLRE in Q3 2016 and held it in 10 quarters. The position peaked at $66K in Q2 2017. 377 funds tracked by Wall St. Rank hold XLRE as of Q1 2019.

Patten Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 324 State Street Real Estate Select Sector SPDR ETF shares in Q1 2019, an estimated $10K.
Patten Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 10 quarters.
Patten Group's State Street Real Estate Select Sector SPDR ETF position peaked at $66K in Q2 2017.
377 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.