Sun Life Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Sun Life Financial’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
2018 Q4	–	Sell	-37,582	Closed	-$1.23M	–	630
2018 Q3	$1.23M	Sell	37,582 -13,371	-26%	-$444K	0.22%	77
2018 Q2	$1.67M	Buy	50,953 +48,869	+2,345%	+$1.53M	0.24%	59
2018 Q1	$67.1K	Sell	2,084 -90,253	-98%	-$2.8M	0.6%	28
2017 Q4	$3.04M	Hold	92,337	–	–	0.31%	26
2017 Q3	$2.98M	Sell	92,337 -40,004	-30%	-$1.3M	0.29%	28
2017 Q2	$4.26M	Buy	132,341 +125,270	+1,772%	+$4.01M	0.46%	21
2017 Q1	$224K	Buy	+7,071	New	+$221K	0.49%	26
2016 Q3	$7.62M	Buy	+232,429	New	+$7.8M	0.95%	16

Other funds holding XLRE

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

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

BAPIM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sun Life Financial's XLRE Position: Q4 2018 in Review

Sun Life Financial sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2018, closing a stake of 37,582 shares — an estimated $1.23M sold.

Sun Life Financial first reported a position in XLRE in Q3 2016 and held it in 8 quarters. The position peaked at $7.62M in Q3 2016. 347 funds tracked by Wall St. Rank hold XLRE as of Q4 2018.

Sun Life Financial reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Sun Life Financial sold 37,582 State Street Real Estate Select Sector SPDR ETF shares in Q4 2018, an estimated $1.23M.
Sun Life Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 8 quarters.
Sun Life Financial's State Street Real Estate Select Sector SPDR ETF position peaked at $7.62M in Q3 2016.
347 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2018.

Based on Sun Life Financial's 13F filing for Q4 2018, filed 6 Feb 2019.