Rowland Carmichael Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Rowland Carmichael 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	$2K	Buy	+55	New	+$2K	﹤0.01%	375
2020 Q1	–	Sell	-55	Closed	-$2K	–	367
2019 Q4	$2K	Hold	55	–	–	﹤0.01%	348
2019 Q3	$2K	Buy	+55	New	+$2.11K	﹤0.01%	346

Other funds holding XLRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BAPIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Rowland Carmichael Advisors's XLRE Position: Q4 2020 in Review

Rowland Carmichael Advisors opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2020: 55 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: Rowland Carmichael Advisors previously reported a position in XLRE as recently as Q4 2019.

Rowland Carmichael Advisors first reported a position in XLRE in Q3 2019 and has held it in 3 quarters since. 422 funds tracked by Wall St. Rank hold XLRE as of Q4 2020.

Rowland Carmichael Advisors held 55 shares of State Street Real Estate Select Sector SPDR ETF worth $2K as of Q4 2020.
State Street Real Estate Select Sector SPDR ETF was a new Rowland Carmichael Advisors position in Q4 2020.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #375 holding.
Rowland Carmichael Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2019 and has held it in 3 quarters since.
422 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.