Polaris Wealth Advisory Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Polaris Wealth Advisory 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
2021 Q3	–	Sell	-191,850	Closed	-$8.54M	–	205
2021 Q2	$8.54M	Buy	+191,850	New	+$8.22M	0.51%	64
2018 Q3	–	Sell	-16	Closed	–	–	546
2018 Q2	$0	Hold	16	–	–	﹤0.01%	437
2018 Q1	$0	Buy	+16	New	+$497	﹤0.01%	471

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 22.96% 1-Year Est. Return

Polaris Wealth Advisory Group's XLRE Position: Q3 2021 in Review

Polaris Wealth Advisory Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2021, closing a stake of 191,850 shares — an estimated $8.54M sold.

Polaris Wealth Advisory Group first reported a position in XLRE in Q1 2018 and held it in 3 quarters. The position peaked at $8.54M in Q2 2021. 544 funds tracked by Wall St. Rank hold XLRE as of Q3 2021.

Polaris Wealth Advisory Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 191,850 State Street Real Estate Select Sector SPDR ETF shares in Q3 2021, an estimated $8.54M.
Polaris Wealth Advisory Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2018 and held it in 3 quarters.
Polaris Wealth Advisory Group's State Street Real Estate Select Sector SPDR ETF position peaked at $8.54M in Q2 2021.
544 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2021, filed 18 Oct 2021.