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SBL
Sargent Bickham Lagudis’s
State Street Real Estate Select Sector SPDR ETF
XLRE
Stock Holding History
Sargent Bickham Lagudis’s Portfolio
XLRE Stock Details
XLRE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$8.68K
Buy
235
+3
+1%
+$111
﹤0.01%
749
2022
Q3
$8K
Buy
232
+2
+0.9%
+$84
﹤0.01%
736
2022
Q2
$9K
Buy
230
+2
+0.9%
+$89
﹤0.01%
718
2022
Q1
$11K
Buy
228
+1
+0.4%
+$47
﹤0.01%
700
2021
Q4
$12K
Buy
227
+2
+0.9%
+$96
﹤0.01%
690
2021
Q3
$10K
Buy
225
+1
+0.4%
+$46
﹤0.01%
726
2021
Q2
$10K
Buy
+224
New
+$9.6K
﹤0.01%
717
2020
Q1
–
Sell
-8
Closed
–
–
937
2019
Q4
$0
Buy
+8
New
+$309
﹤0.01%
889
2019
Q3
–
Sell
-169
Closed
-$6K
–
791
2019
Q2
$6K
Sell
169
-568
-77%
-$20.8K
﹤0.01%
655
2019
Q1
$27K
Hold
737
–
–
﹤0.01%
475
2018
Q4
$23K
Hold
737
–
–
﹤0.01%
472
2018
Q3
$24K
Hold
737
–
–
﹤0.01%
472
2018
Q2
$24K
Sell
737
-221
-23%
-$6.91K
﹤0.01%
463
2018
Q1
$30K
Sell
958
-1,694
-64%
-$52.6K
﹤0.01%
436
2017
Q4
$87K
Sell
2,652
-4,526
-63%
-$149K
0.01%
295
2017
Q3
$231K
Buy
7,178
+5,447
+315%
+$177K
0.03%
202
2017
Q2
$56K
Buy
1,731
+274
+19%
+$8.77K
0.01%
347
2017
Q1
$46K
Sell
1,457
-112
-7%
-$3.49K
0.01%
375
2016
Q4
$48K
Sell
1,569
-864
-36%
-$26.5K
0.01%
344
2016
Q3
$80
Buy
+2,433
New
+$81.6K
0.01%
286
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Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$14.7B AUM
47%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal, Quebec, Canada
$62.4B AUM
23.7%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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