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

Doyle 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
2019
Q3 		– Sell
-201
Closed -$7K – 785
2019
Q2 		$7K Buy
+201
New +$7.34K ﹤0.01% 698
2019
Q1 		– Sell
-199
Closed -$6K – 775
2018
Q4 		$6K Buy
+199
New +$6.45K ﹤0.01% 707

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BAPIM
British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Doyle Wealth Management's XLRE Position: Q3 2019 in Review

Doyle Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2019, closing a stake of 201 shares — an estimated $7K sold.

Doyle Wealth Management first reported a position in XLRE in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2019. 391 funds tracked by Wall St. Rank hold XLRE as of Q3 2019.

  • Doyle Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 201 State Street Real Estate Select Sector SPDR ETF shares in Q3 2019, an estimated $7K.
  • Doyle Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $7K in Q2 2019.
  • 391 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.