TW
XLRE icon

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

Transform Wealth’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
2016
Q4 		– Sell
-23,787
Closed -$779K – 220
2016
Q3 		$779K Buy
+23,787
New +$798K 0.33% 95

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Transform Wealth's XLRE Position: Q4 2016 in Review

Transform Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2016, closing a stake of 23,787 shares — an estimated $779K sold.

Transform Wealth first reported a position in XLRE in Q3 2016 and held it in 1 quarter. The position peaked at $779K in Q3 2016. 326 funds tracked by Wall St. Rank hold XLRE as of Q4 2016.

  • Transform Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
  • Transform Wealth sold 23,787 State Street Real Estate Select Sector SPDR ETF shares in Q4 2016, an estimated $779K.
  • Transform Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 1 quarter.
  • Transform Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $779K in Q3 2016.
  • 326 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2016.

Based on Transform Wealth's 13F filing for Q4 2016, filed 13 Feb 2017.