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

Brewin Dolphin 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
2020 Q1	–	Sell	-164	Closed	-$6.34K	–	211
2019 Q4	$6.34K	Hold	164	–	–	﹤0.01%	183
2019 Q3	$6.45K	Hold	164	–	–	﹤0.01%	181
2019 Q2	$6.03K	Hold	164	–	–	﹤0.01%	182
2019 Q1	$5.94K	Hold	164	–	–	﹤0.01%	178
2018 Q4	$5.08K	Hold	164	–	–	﹤0.01%	170
2018 Q3	$5.35K	Hold	164	–	–	﹤0.01%	181
2018 Q2	$5.36K	Hold	164	–	–	﹤0.01%	179
2018 Q1	$5.1K	Hold	164	–	–	﹤0.01%	169
2017 Q4	$5.4K	Hold	164	–	–	﹤0.01%	157
2017 Q3	$5.29K	Buy	+164	New	+$5.33K	﹤0.01%	147

Other funds holding XLRE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

BAPIM

British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return

Brewin Dolphin Wealth Management's XLRE Position: Q1 2020 in Review

Brewin Dolphin Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2020, closing a stake of 164 shares — an estimated $6.34K sold.

Brewin Dolphin Wealth Management first reported a position in XLRE in Q3 2017 and held it in 10 quarters. The position peaked at $6.45K in Q3 2019. 398 funds tracked by Wall St. Rank hold XLRE as of Q1 2020.

Brewin Dolphin Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Brewin Dolphin Wealth Management sold 164 State Street Real Estate Select Sector SPDR ETF shares in Q1 2020, an estimated $6.34K.
Brewin Dolphin Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2017 and held it in 10 quarters.
Brewin Dolphin Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $6.45K in Q3 2019.
398 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q1 2020, filed 9 Nov 2023.