Sonora Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Sonora Investment Management’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 Q3	$7K	Buy	+168	New	+$7.81K	﹤0.01%	847
2020 Q2	–	Sell	-40	Closed	-$1K	–	1893
2020 Q1	$1K	Buy	+40	New	+$1.49K	﹤0.01%	1609
2018 Q3	–	Sell	-63	Closed	-$2K	–	1269
2018 Q2	$2K	Buy	+63	New	+$1.97K	﹤0.01%	1079
2016 Q4	–	Sell	-427	Closed	-$14K	–	871
2016 Q3	$14K	Buy	+427	New	+$14.3K	﹤0.01%	522

Other funds holding XLRE

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

Bank of America 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sonora Investment Management's XLRE Position: Q3 2021 in Review

Sonora Investment Management opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2021: 168 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in XLRE as recently as Q1 2020.

Sonora Investment Management first reported a position in XLRE in Q3 2016 and has held it in 4 quarters since. The position peaked at $14K in Q3 2016. 543 funds tracked by Wall St. Rank hold XLRE as of Q3 2021.

Sonora Investment Management held 168 shares of State Street Real Estate Select Sector SPDR ETF worth $7K as of Q3 2021.
State Street Real Estate Select Sector SPDR ETF was a new Sonora Investment Management position in Q3 2021.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #847 holding.
Sonora Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 4 quarters since.
Sonora Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $14K in Q3 2016.
543 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.