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VWA
V Wealth Advisors’s
State Street Real Estate Select Sector SPDR ETF
XLRE
Stock Holding History
V 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
2022
Q3
–
Sell
-21,206
Closed
-$867K
–
425
2022
Q2
$867K
Buy
21,206
+982
+5%
+$43.8K
0.16%
150
2022
Q1
$977K
Sell
20,224
-4,623
-19%
-$217K
0.16%
154
2021
Q4
$1.29M
Buy
24,847
+80
+0.3%
+$3.85K
0.19%
130
2021
Q3
$1.1M
Buy
24,767
+13
+0.1%
+$604
0.17%
141
2021
Q2
$1.1M
Buy
24,754
+5,067
+26%
+$217K
0.17%
141
2021
Q1
$777K
Buy
+19,687
New
+$740K
0.14%
178
2020
Q3
–
Sell
-16,617
Closed
-$578K
–
359
2020
Q2
$578K
Sell
16,617
-554
-3%
-$18.7K
0.15%
168
2020
Q1
$532K
Sell
17,171
-2,663
-13%
-$99.5K
0.17%
139
2019
Q4
$780K
Hold
19,834
–
–
0.28%
96
2019
Q3
$780K
Buy
+19,834
New
+$761K
0.28%
96
2017
Q3
–
Sell
-116
Closed
-$3K
–
722
2017
Q2
$3K
Buy
+116
New
+$3.71K
﹤0.01%
721
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24.88%
1-Year Est. Return
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1-Year Est. Return
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$14.7B AUM
47%
1-Year Est. Return
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$173B AUM
20.72%
1-Year Est. Return
Ameriprise
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$431B AUM
30.22%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
Millennium Management
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$134B AUM
35.51%
1-Year Est. Return
PF
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$10.5B AUM
49.21%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
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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