Security National Trust’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Security National Trust’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 Q2	–	Sell	-76	Closed	-$2K	–	483
2020 Q1	$2K	Hold	76	–	–	﹤0.01%	451
2019 Q4	$3K	Buy	+76	New	+$2.94K	﹤0.01%	424
2017 Q3	–	Sell	-2	Closed	–	–	416
2017 Q2	$0	Hold	2	–	–	﹤0.01%	427
2017 Q1	$0	Hold	2	–	–	﹤0.01%	440
2016 Q4	$0	Sell	2 -389	-99%	-$11.9K	﹤0.01%	454
2016 Q3	$13K	Buy	+391	New	+$13.1K	﹤0.01%	362

Other funds holding XLRE

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

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

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

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

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

BAPIM

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

SGI

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Security National Trust's XLRE Position: Q2 2020 in Review

Security National Trust sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2020, closing a stake of 76 shares — an estimated $2K sold.

Security National Trust first reported a position in XLRE in Q3 2016 and held it in 6 quarters. The position peaked at $13K in Q3 2016. 389 funds tracked by Wall St. Rank hold XLRE as of Q2 2020.

Security National Trust reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 76 State Street Real Estate Select Sector SPDR ETF shares in Q2 2020, an estimated $2K.
Security National Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 6 quarters.
Security National Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $13K in Q3 2016.
389 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.