Windsor Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Windsor Wealth 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
2020 Q3	–	Sell	-7,430	Closed	-$259K	–	202
2020 Q2	$259K	Sell	7,430 -2,199	-23%	-$74.3K	0.08%	166
2020 Q1	$298K	Buy	9,629 +1,201	+14%	+$44.9K	0.12%	144
2019 Q4	$326K	Sell	8,428 -160	-2%	-$6.19K	0.12%	152
2019 Q3	$333K	Buy	+8,588	New	+$330K	0.15%	138
2018 Q3	–	Sell	-6,473	Closed	-$212K	–	139
2018 Q2	$212K	Buy	6,473 +1	+0%	+$31	0.17%	119
2018 Q1	$201K	Sell	6,472 -392	-6%	-$12.2K	0.17%	118
2017 Q4	$226K	Buy	+6,864	New	+$226K	0.19%	111

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

Morgan Stanley New York $1.89T AUM 35.08% 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

BAPIM

British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Windsor Wealth Management's XLRE Position: Q3 2020 in Review

Windsor Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2020, closing a stake of 7,430 shares — an estimated $259K sold.

Windsor Wealth Management first reported a position in XLRE in Q4 2017 and held it in 7 quarters. The position peaked at $333K in Q3 2019. 402 funds tracked by Wall St. Rank hold XLRE as of Q3 2020.

Windsor Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Windsor Wealth Management sold 7,430 State Street Real Estate Select Sector SPDR ETF shares in Q3 2020, an estimated $259K.
Windsor Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and held it in 7 quarters.
Windsor Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $333K in Q3 2019.
402 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2020.

Based on Windsor Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.