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SFG
SevenBridge Financial Group’s
State Street Real Estate Select Sector SPDR ETF
XLRE
Stock Holding History
SevenBridge Financial Group’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
2019
Q3
–
Sell
-118
Closed
-$4K
–
587
2019
Q2
$4K
Hold
118
–
–
﹤0.01%
549
2019
Q1
$4K
Hold
118
–
–
﹤0.01%
520
2018
Q4
$4K
Buy
118
+79
+203%
+$2.56K
﹤0.01%
475
2018
Q3
$1K
Sell
39
-71
-65%
-$2.36K
﹤0.01%
578
2018
Q2
$4K
Hold
110
–
–
﹤0.01%
518
2018
Q1
$3K
Sell
110
-87
-44%
-$2.7K
﹤0.01%
554
2017
Q4
$6K
Hold
197
–
–
﹤0.01%
498
2017
Q3
$6K
Sell
197
-48
-20%
-$1.56K
﹤0.01%
496
2017
Q2
$8K
Hold
245
–
–
﹤0.01%
482
2017
Q1
$8K
Sell
245
-350
-59%
-$10.9K
0.01%
461
2016
Q4
$19K
Hold
595
–
–
0.01%
377
2016
Q3
$19K
Buy
+595
New
+$20K
0.01%
373
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$1.37T AUM
24.88%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BAPIM
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London, United Kingdom
$2.54B AUM
46.68%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
SGI
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Durango, Colorado
$1.86B AUM
15.66%
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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