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Spruce Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Spruce Investment Advisors’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
Q4 		– Sell
-3,299
Closed -$106K – 33
2017
Q3 		$106K Hold
3,299
– – 0.2% 26
2017
Q2 		$106K Sell
3,299
-12,039
-78% -$386K 0.19% 31
2017
Q1 		$485K Buy
15,338
+12,079
+371% +$377K 0.56% 34
2016
Q4 		$100K Buy
+3,259
New +$99.8K 0.08% 30

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Spruce Investment Advisors's XLRE Position: Q4 2017 in Review

Spruce Investment Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2017, closing a stake of 3,299 shares — an estimated $106K sold.

Spruce Investment Advisors first reported a position in XLRE in Q4 2016 and held it in 4 quarters. The position peaked at $485K in Q1 2017. 308 funds tracked by Wall St. Rank hold XLRE as of Q4 2017.

  • Spruce Investment Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
  • Spruce Investment Advisors sold 3,299 State Street Real Estate Select Sector SPDR ETF shares in Q4 2017, an estimated $106K.
  • Spruce Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and held it in 4 quarters.
  • Spruce Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $485K in Q1 2017.
  • 308 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2017.

Based on Spruce Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.