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

WP 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
2018 Q4	–	Sell	-324	Closed	-$11K	–	241
2018 Q3	$11K	Buy	324 +4	+1%	+$133	0.01%	210
2018 Q2	$10K	Buy	+320	New	+$10K	0.01%	225

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WP Advisors's XLRE Position: Q4 2018 in Review

WP Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2018, closing a stake of 324 shares — an estimated $11K sold.

WP Advisors first reported a position in XLRE in Q2 2018 and held it in 2 quarters. The position peaked at $11K in Q3 2018. 347 funds tracked by Wall St. Rank hold XLRE as of Q4 2018.

WP Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
WP Advisors sold 324 State Street Real Estate Select Sector SPDR ETF shares in Q4 2018, an estimated $11K.
WP Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and held it in 2 quarters.
WP Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $11K in Q3 2018.
347 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2018.

Based on WP Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.