TCI Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

TCI Wealth 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
2021 Q4	–	Sell	-92	Closed	-$4K	–	2546
2021 Q3	$4K	Buy	+92	New	+$4.28K	﹤0.01%	1839
2021 Q1	–	Sell	-307	Closed	-$11K	–	2245
2020 Q4	$11K	Hold	307	–	–	﹤0.01%	635
2020 Q3	$11K	Hold	307	–	–	﹤0.01%	573
2020 Q2	$11K	Sell	307 -34	-10%	-$1.15K	﹤0.01%	563
2020 Q1	$11K	Sell	341 -463	-58%	-$17.3K	0.01%	556
2019 Q4	$31K	Buy	804 +191	+31%	+$7.39K	0.01%	476
2019 Q3	$24K	Buy	613 +132	+27%	+$5.07K	0.01%	462
2019 Q2	$18K	Buy	481 +283	+143%	+$10.3K	0.01%	497
2019 Q1	$7K	Buy	198 +24	+14%	+$819	﹤0.01%	720
2018 Q4	$5K	Hold	174	–	–	﹤0.01%	789
2018 Q3	$6K	Hold	174	–	–	﹤0.01%	768
2018 Q2	$6K	Sell	174 -20	-10%	-$626	﹤0.01%	754
2018 Q1	$6K	Hold	194	–	–	﹤0.01%	713
2017 Q4	$6K	Hold	194	–	–	﹤0.01%	751
2017 Q3	$6K	Buy	194 +174	+870%	+$5.65K	﹤0.01%	712
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	1240
2017 Q1	$1K	Hold	20	–	–	﹤0.01%	1185
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	1255
2016 Q3	$1K	Buy	+20	New	+$671	﹤0.01%	1243

Other funds holding XLRE

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

TCI Wealth Advisors's XLRE Position: Q4 2021 in Review

TCI Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2021, closing a stake of 92 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in XLRE in Q3 2016 and held it in 19 quarters. The position peaked at $31K in Q4 2019. 648 funds tracked by Wall St. Rank hold XLRE as of Q4 2021.

TCI Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
TCI Wealth Advisors sold 92 State Street Real Estate Select Sector SPDR ETF shares in Q4 2021, an estimated $4K.
TCI Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 19 quarters.
TCI Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $31K in Q4 2019.
648 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.