WWM
XLRE icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return