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Summit Place Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Summit Place Financial 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
2020
Q2 		– Sell
-12,956
Closed -$402K – 49
2020
Q1 		$402K Buy
+12,956
New +$484K 0.86% 34

Other funds holding XLRE

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Place Financial Advisors's XLRE Position: Q2 2020 in Review

Summit Place Financial Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2020, closing a stake of 12,956 shares — an estimated $402K sold.

Summit Place Financial Advisors first reported a position in XLRE in Q1 2020 and held it in 1 quarter. The position peaked at $402K in Q1 2020. 389 funds tracked by Wall St. Rank hold XLRE as of Q2 2020.

  • Summit Place Financial Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
  • Summit Place Financial Advisors sold 12,956 State Street Real Estate Select Sector SPDR ETF shares in Q2 2020, an estimated $402K.
  • Summit Place Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and held it in 1 quarter.
  • Summit Place Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $402K in Q1 2020.
  • 389 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2020.

Based on Summit Place Financial Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.