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

Baystate 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
2017
Q4 		– Sell
-291
Closed -$9K – 685
2017
Q3 		$9K Hold
291
– – ﹤0.01% 364
2017
Q2 		$9K Hold
291
– – ﹤0.01% 361
2017
Q1 		$9K Hold
291
– – ﹤0.01% 348
2016
Q4 		$9K Buy
+291
New +$8.91K ﹤0.01% 315

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
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
RMPT
Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Baystate Wealth Management's XLRE Position: Q4 2017 in Review

Baystate Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2017, closing a stake of 291 shares — an estimated $9K sold.

Baystate Wealth Management first reported a position in XLRE in Q4 2016 and held it in 4 quarters. The position peaked at $9K in Q3 2017. 308 funds tracked by Wall St. Rank hold XLRE as of Q4 2017.

  • Baystate Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 291 State Street Real Estate Select Sector SPDR ETF shares in Q4 2017, an estimated $9K.
  • Baystate Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and held it in 4 quarters.
  • Baystate Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $9K in Q3 2017.
  • 308 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2017.

Based on Baystate Wealth Management's 13F filing for Q4 2017, filed 23 Jan 2018.