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

Buckley 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
-17,644
Closed -$581K – 166
2017
Q4 		$581K Buy
+17,644
New +$582K 0.29% 83

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

Buckley Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2018, closing a stake of 17,644 shares — an estimated $581K sold.

Buckley Wealth Management first reported a position in XLRE in Q4 2017 and held it in 1 quarter. The position peaked at $581K in Q4 2017. 298 funds tracked by Wall St. Rank hold XLRE as of Q1 2018.

  • Buckley Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
  • Buckley Wealth Management sold 17,644 State Street Real Estate Select Sector SPDR ETF shares in Q1 2018, an estimated $581K.
  • Buckley Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and held it in 1 quarter.
  • Buckley Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $581K 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 Buckley Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.