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

TRUE Private 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 Q1	–	Sell	-81	Closed	-$2K	–	716
2020 Q4	$2K	Buy	81 +1	+1%	+$36	﹤0.01%	680
2020 Q3	$2K	Hold	80	–	–	﹤0.01%	639
2020 Q2	$2K	Sell	80 -141	-64%	-$4.76K	﹤0.01%	632
2020 Q1	$6K	Sell	221 -39	-15%	-$1.46K	﹤0.01%	513
2019 Q4	$10K	Buy	+260	New	+$10.1K	﹤0.01%	603
2019 Q3	–	Sell	-265	Closed	-$9K	–	732
2019 Q2	$9K	Buy	+265	New	+$9.68K	﹤0.01%	572
2018 Q4	–	Sell	-11,581	Closed	-$378K	–	931
2018 Q3	$378K	Buy	11,581 +1,686	+17%	+$55.9K	0.05%	197
2018 Q2	$323K	Buy	+9,895	New	+$310K	0.05%	200

Other funds holding XLRE

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BAPIM

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

TRUE Private Wealth Advisors's XLRE Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2021, closing a stake of 81 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in XLRE in Q2 2018 and held it in 8 quarters. The position peaked at $378K in Q3 2018. 450 funds tracked by Wall St. Rank hold XLRE as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 81 State Street Real Estate Select Sector SPDR ETF shares in Q1 2021, an estimated $2K.
TRUE Private Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $378K in Q3 2018.
450 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.