Personal Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Personal Wealth Partners’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 Q3	–	Sell	-41	Closed	-$2K	–	408
2021 Q2	$2K	Buy	+41	New	+$1.76K	﹤0.01%	401
2020 Q1	–	Sell	-81	Closed	-$3K	–	641
2019 Q4	$3K	Hold	81	–	–	﹤0.01%	324
2019 Q3	$3K	Hold	81	–	–	﹤0.01%	335
2019 Q2	$3K	Buy	+81	New	+$2.96K	﹤0.01%	268

Other funds holding XLRE

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Personal Wealth Partners's XLRE Position: Q3 2021 in Review

Personal Wealth Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2021, closing a stake of 41 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in XLRE in Q2 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 544 funds tracked by Wall St. Rank hold XLRE as of Q3 2021.

Personal Wealth Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 41 State Street Real Estate Select Sector SPDR ETF shares in Q3 2021, an estimated $2K.
Personal Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $3K in Q4 2019.
544 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.