SWS Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

SWS Partners’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 Q2	–	Sell	-36	Closed	-$1K	–	326
2018 Q1	$1K	Hold	36	–	–	﹤0.01%	366
2017 Q4	$1K	Buy	+36	New	+$1.19K	﹤0.01%	390

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

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

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

SGI

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

BAPIM

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

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

SWS Partners's XLRE Position: Q2 2018 in Review

SWS Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2018, closing a stake of 36 shares — an estimated $1K sold.

SWS Partners first reported a position in XLRE in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 312 funds tracked by Wall St. Rank hold XLRE as of Q2 2018.

SWS Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 36 State Street Real Estate Select Sector SPDR ETF shares in Q2 2018, an estimated $1K.
SWS Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and held it in 2 quarters.
SWS Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $1K in Q1 2018.
312 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.