Sowa Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Sowa Financial 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 Q1	–	Sell	-835	Closed	-$31K	–	232
2020 Q4	$31K	Hold	835	–	–	0.02%	155
2020 Q3	$29K	Hold	835	–	–	0.02%	151
2020 Q2	$29K	Hold	835	–	–	0.02%	144
2020 Q1	$26K	Hold	835	–	–	0.02%	142
2019 Q4	$32K	Buy	+835	New	+$32.3K	0.03%	140

Other funds holding XLRE

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BAPIM

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

Sowa Financial Group's XLRE Position: Q1 2021 in Review

Sowa Financial Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2021, closing a stake of 835 shares — an estimated $31K sold.

Sowa Financial Group first reported a position in XLRE in Q4 2019 and held it in 5 quarters. The position peaked at $32K in Q4 2019. 450 funds tracked by Wall St. Rank hold XLRE as of Q1 2021.

Sowa Financial Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 835 State Street Real Estate Select Sector SPDR ETF shares in Q1 2021, an estimated $31K.
Sowa Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 5 quarters.
Sowa Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $32K in Q4 2019.
450 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.