WealthPLAN Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

WealthPLAN Partners’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 Q3	$391K	Buy	+12,340	New	+$414K	0.13%	99

Other funds holding XLRE

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CANY

Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

WealthPLAN Partners's XLRE Position: Q3 2016 in Review

WealthPLAN Partners opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2016: 12,340 shares worth $391K. The stake represents 0.13% of the portfolio and ranks #99 among its holdings.

401 funds tracked by Wall St. Rank hold XLRE as of Q3 2016.

WealthPLAN Partners held 12,340 shares of State Street Real Estate Select Sector SPDR ETF worth $391K as of Q3 2016.
State Street Real Estate Select Sector SPDR ETF was a new WealthPLAN Partners position in Q3 2016.
State Street Real Estate Select Sector SPDR ETF made up 0.13% of WealthPLAN Partners's portfolio in Q3 2016, its #99 holding.
401 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.