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Baldwin Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Baldwin Wealth Partners’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
2016
Q4 		– Sell
-1,379
Closed -$45K – 537
2016
Q3 		$45K Buy
+1,379
New +$46.3K 0.01% 309

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Ameriprise
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UBS Group
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LMIM
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PAG
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Baldwin Wealth Partners's XLRE Position: Q4 2016 in Review

Baldwin Wealth Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2016, closing a stake of 1,379 shares — an estimated $45K sold.

Baldwin Wealth Partners first reported a position in XLRE in Q3 2016 and held it in 1 quarter. The position peaked at $45K in Q3 2016. 326 funds tracked by Wall St. Rank hold XLRE as of Q4 2016.

  • Baldwin Wealth Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,379 State Street Real Estate Select Sector SPDR ETF shares in Q4 2016, an estimated $45K.
  • Baldwin Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 1 quarter.
  • Baldwin Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $45K in Q3 2016.
  • 326 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2016.

Based on Baldwin Wealth Partners's 13F filing for Q4 2016, filed 10 Jan 2017.