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	–	446
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%	441

Other funds holding XLRE

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $3.39B AUM 20.1% 1-Year Est. Return

Whitener Capital Management's XLRE Position: Q4 2019 in Review

Whitener Capital Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2019, closing a stake of 58 shares — an estimated $2K sold.

Whitener Capital Management first reported a position in XLRE in Q4 2017 and held it in 7 quarters. The position peaked at $2K in Q3 2019. 432 funds tracked by Wall St. Rank hold XLRE as of Q4 2019.

Whitener Capital Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 58 State Street Real Estate Select Sector SPDR ETF shares in Q4 2019, an estimated $2K.
Whitener Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $2K in Q3 2019.
432 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.