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

Seven Springs Wealth 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 Q2	–	Sell	-2,036	Closed	-$80K	–	144
2021 Q1	$80K	Hold	2,036	–	–	0.04%	71
2020 Q4	$74K	Sell	2,036 -1,465	-42%	-$53.1K	0.04%	72
2020 Q3	$123K	Buy	3,501 +130	+4%	+$4.63K	0.08%	58
2020 Q2	$117K	Buy	3,371 +89	+3%	+$3.01K	0.07%	59
2020 Q1	$102K	Buy	+3,282	New	+$123K	0.07%	64

Other funds holding XLRE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Seven Springs Wealth Group's XLRE Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2021, closing a stake of 2,036 shares — an estimated $80K sold.

Seven Springs Wealth Group first reported a position in XLRE in Q1 2020 and held it in 5 quarters. The position peaked at $123K in Q3 2020. 507 funds tracked by Wall St. Rank hold XLRE as of Q2 2021.

Seven Springs Wealth Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 2,036 State Street Real Estate Select Sector SPDR ETF shares in Q2 2021, an estimated $80K.
Seven Springs Wealth Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and held it in 5 quarters.
Seven Springs Wealth Group's State Street Real Estate Select Sector SPDR ETF position peaked at $123K in Q3 2020.
507 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.