Squar Milner Financial Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-675	Closed	-$20K	–	744
2020 Q1	$20K	Hold	675	–	–	0.01%	471
2019 Q4	$26K	Buy	+675	New	+$26.1K	0.01%	482
2018 Q3	–	Sell	-124	Closed	-$4K	–	872
2018 Q2	$4K	Buy	+124	New	+$3.88K	﹤0.01%	757

Other funds holding XLRE

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BAPIM

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Squar Milner Financial Services's XLRE Position: Q2 2020 in Review

Squar Milner Financial Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2020, closing a stake of 675 shares — an estimated $20K sold.

Squar Milner Financial Services first reported a position in XLRE in Q2 2018 and held it in 3 quarters. The position peaked at $26K in Q4 2019. 389 funds tracked by Wall St. Rank hold XLRE as of Q2 2020.

Squar Milner Financial Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 675 State Street Real Estate Select Sector SPDR ETF shares in Q2 2020, an estimated $20K.
Squar Milner Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and held it in 3 quarters.
Squar Milner Financial Services's State Street Real Estate Select Sector SPDR ETF position peaked at $26K in Q4 2019.
389 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.