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Evolution Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Evolution Wealth Advisors’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
-118
Closed -$5K – 654
2019
Q4 		$5K Buy
118
+109
+1,211% +$4.22K ﹤0.01% 416
2019
Q3 		$0 Buy
+9
New +$345 ﹤0.01% 597

Other funds holding XLRE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
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

Evolution Wealth Advisors's XLRE Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2020, closing a stake of 118 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in XLRE in Q3 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 398 funds tracked by Wall St. Rank hold XLRE as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 118 State Street Real Estate Select Sector SPDR ETF shares in Q1 2020, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $5K in Q4 2019.
  • 398 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.