Wealthspire Advisors (Maryland)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$240K	Buy	+6,815	New	+$243K	0.01%	402
2019 Q2	–	Sell	-349	Closed	-$13K	–	2085
2019 Q1	$13K	Hold	349	–	–	﹤0.01%	1435
2018 Q4	$11K	Buy	349 +85	+32%	+$2.75K	﹤0.01%	1441
2018 Q3	$9K	Hold	264	–	–	﹤0.01%	1578
2018 Q2	$9K	Buy	264 +20	+8%	+$626	﹤0.01%	1597
2018 Q1	$8K	Hold	244	–	–	﹤0.01%	1654
2017 Q4	$8K	Hold	244	–	–	﹤0.01%	1692
2017 Q3	$8K	Hold	244	–	–	﹤0.01%	1662
2017 Q2	$8K	Hold	244	–	–	﹤0.01%	1631
2017 Q1	$8K	Hold	244	–	–	﹤0.01%	1418
2016 Q4	$8K	Sell	244 -308	-56%	-$9.43K	﹤0.01%	1303
2016 Q3	$18K	Buy	+552	New	+$18.5K	﹤0.01%	1098

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BAPIM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XLRE Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2020: 6,815 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in XLRE as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in XLRE in Q3 2016 and has held it in 12 quarters since. 402 funds tracked by Wall St. Rank hold XLRE as of Q3 2020.

Wealthspire Advisors (Maryland) held 6,815 shares of State Street Real Estate Select Sector SPDR ETF worth $240K as of Q3 2020.
State Street Real Estate Select Sector SPDR ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #402 holding.
Wealthspire Advisors (Maryland) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 12 quarters since.
402 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.