Wealthstreet Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wealthstreet Investment 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 Q2	–	Sell	-33,019	Closed	-$1.3M	–	333
2021 Q1	$1.3M	Buy	33,019 +1,807	+6%	+$68K	0.13%	146
2020 Q4	$1.14M	Sell	31,212 -16	-0.1%	-$580	0.12%	156
2020 Q3	$1.1M	Sell	31,228 -1,169	-4%	-$41.7K	0.12%	145
2020 Q2	$1.13M	Sell	32,397 -1,632	-5%	-$55.2K	0.14%	136
2020 Q1	$1.05M	Sell	34,029 -2,114	-6%	-$79K	0.16%	122
2019 Q4	$1.4M	Buy	36,143 +24,411	+208%	+$944K	0.16%	122
2019 Q3	$460K	Sell	11,732 -23,131	-66%	-$888K	0.06%	231
2019 Q2	$1.28M	Sell	34,863 -3,331	-9%	-$122K	0.17%	120
2019 Q1	$1.38M	Buy	38,194 +1,158	+3%	+$39.5K	0.18%	114
2018 Q4	$1.24M	Buy	+37,036	New	+$1.2M	0.17%	119

Other funds holding XLRE

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Wealthstreet Investment Advisors's XLRE Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2021, closing a stake of 33,019 shares — an estimated $1.3M sold.

Wealthstreet Investment Advisors first reported a position in XLRE in Q4 2018 and held it in 10 quarters. The position peaked at $1.4M in Q4 2019. 507 funds tracked by Wall St. Rank hold XLRE as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 33,019 State Street Real Estate Select Sector SPDR ETF shares in Q2 2021, an estimated $1.3M.
Wealthstreet Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and held it in 10 quarters.
Wealthstreet Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.4M in Q4 2019.
507 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.