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

Laird Norton Wetherby 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	-917	Closed	-$30K	–	699
2017 Q4	$30K	Hold	917	–	–	﹤0.01%	650
2017 Q3	$30K	Buy	+917	New	+$29.8K	﹤0.01%	625

Other funds holding XLRE

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

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

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

BAPIM

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

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

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

PVH

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

Laird Norton Wetherby Wealth Management's XLRE Position: Q1 2018 in Review

Laird Norton Wetherby Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2018, closing a stake of 917 shares — an estimated $30K sold.

Laird Norton Wetherby Wealth Management first reported a position in XLRE in Q3 2017 and held it in 2 quarters. The position peaked at $30K in Q4 2017. 298 funds tracked by Wall St. Rank hold XLRE as of Q1 2018.

Laird Norton Wetherby Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 917 State Street Real Estate Select Sector SPDR ETF shares in Q1 2018, an estimated $30K.
Laird Norton Wetherby Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2017 and held it in 2 quarters.
Laird Norton Wetherby Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $30K 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 Laird Norton Wetherby Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.