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TWA
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-92
Closed
-$4K
–
2547
2021
Q3
$4K
Buy
+92
New
+$4.28K
﹤0.01%
1839
2021
Q1
–
Sell
-307
Closed
-$11K
–
2247
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
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$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid, Spain
$14.3B AUM
26.23%
1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$14.7B AUM
47%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
CM
Churchill Management
Los Angeles, California
$9.21B AUM
19.91%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
PF
Phoenix Financial
Givatayim, Israel
$10.5B AUM
49.21%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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