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Brandywine Oak Private Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-2,503
Closed -$71K – 649
2018
Q4 		$71K Buy
+2,503
New +$81.1K 0.02% 322

Other funds holding XLRE

Bank of America
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

Brandywine Oak Private Wealth's XLRE Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2019, closing a stake of 2,503 shares — an estimated $71K sold.

Brandywine Oak Private Wealth first reported a position in XLRE in Q4 2018 and held it in 1 quarter. The position peaked at $71K in Q4 2018. 377 funds tracked by Wall St. Rank hold XLRE as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 2,503 State Street Real Estate Select Sector SPDR ETF shares in Q1 2019, an estimated $71K.
  • Brandywine Oak Private Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $71K in Q4 2018.
  • 377 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.