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

Aevitas 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
2018
Q1 		– Sell
-153
Closed -$5K – 475
2017
Q4 		$5K Buy
+153
New +$5.05K ﹤0.01% 368

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAPIM
British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Aevitas Wealth Management's XLRE Position: Q1 2018 in Review

Aevitas Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2018, closing a stake of 153 shares — an estimated $5K sold.

Aevitas Wealth Management first reported a position in XLRE in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 298 funds tracked by Wall St. Rank hold XLRE as of Q1 2018.

  • Aevitas Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 153 State Street Real Estate Select Sector SPDR ETF shares in Q1 2018, an estimated $5K.
  • Aevitas Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and held it in 1 quarter.
  • Aevitas Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $5K in Q4 2017.
  • 298 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2018.

Based on Aevitas Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.