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
Search
Sign in
Sign up
WIA
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
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
PF
Phoenix Financial
Givatayim, Israel
$10.5B AUM
49.21%
1-Year Est. Return
Bank of Nova Scotia
Toronto, Ontario, Canada
$57.1B AUM
35.3%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close