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Whitener Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Whitener Capital Management’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
2019
Q4 		– Sell
-58
Closed -$2K – 451
2019
Q3 		$2K Hold
58
– – ﹤0.01% 454
2019
Q2 		$2K Hold
58
– – ﹤0.01% 444
2019
Q1 		$2K Hold
58
– – ﹤0.01% 442
2018
Q4 		$1K Sell
58
-2
-3% -$65 ﹤0.01% 431
2018
Q3 		$1K Buy
+60
New +$1.99K ﹤0.01% 452
2018
Q2 		– Sell
-60
Closed -$1K – 423
2018
Q1 		$1K Buy
60
+48
+400% +$1.49K ﹤0.01% 456
2017
Q4 		$0 Buy
+12
New +$396 ﹤0.01% 444

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return