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

WFG 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
2017
Q2 		$42K Sell
1,317
-530
-29% -$17K 0.01% 741
2017
Q1 		$58K Sell
1,847
-1,309
-41% -$40.8K 0.02% 624
2016
Q4 		$97K Buy
3,156
+38
+1% +$1.16K 0.02% 530
2016
Q3 		$102K Buy
+3,118
New +$105K 0.03% 513

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

WFG Advisors's XLRE Position: Q2 2017 in Review

WFG Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 29% in Q2 2017, selling an estimated $17K and leaving 1,317 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #741.

WFG Advisors first reported a position in XLRE in Q3 2016 and has held it in 4 quarters since. The position peaked at $102K in Q3 2016. 292 funds tracked by Wall St. Rank hold XLRE as of Q2 2017.

  • WFG Advisors held 1,317 shares of State Street Real Estate Select Sector SPDR ETF worth $42K as of Q2 2017.
  • WFG Advisors sold 530 State Street Real Estate Select Sector SPDR ETF shares in Q2 2017, an estimated $17K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #741 holding.
  • WFG Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 4 quarters since.
  • WFG Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $102K in Q3 2016.
  • 292 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.