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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 $3.46B AUM 7.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAPIM
British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return