SHJ
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Sharkey, Howes & Javer’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Sharkey, Howes & Javer’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
2017
Q2 		– Sell
-36
Closed -$1K – 232
2017
Q1 		$1K Hold
36
– – ﹤0.01% 227
2016
Q4 		$1K Hold
36
– – ﹤0.01% 215
2016
Q3 		$1K Buy
+36
New +$1.21K ﹤0.01% 217

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

Sharkey, Howes & Javer's XLRE Position: Q2 2017 in Review

Sharkey, Howes & Javer sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2017, closing a stake of 36 shares — an estimated $1K sold.

Sharkey, Howes & Javer first reported a position in XLRE in Q3 2016 and held it in 3 quarters. The position peaked at $1K in Q1 2017. 292 funds tracked by Wall St. Rank hold XLRE as of Q2 2017.

  • Sharkey, Howes & Javer reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 36 State Street Real Estate Select Sector SPDR ETF shares in Q2 2017, an estimated $1K.
  • Sharkey, Howes & Javer first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 3 quarters.
  • Sharkey, Howes & Javer's State Street Real Estate Select Sector SPDR ETF position peaked at $1K in Q1 2017.
  • 292 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2017, filed 19 Jul 2017.