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

Sunflower Bank 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
-9,714
Closed -$376K – 133
2019
Q4 		$376K Sell
9,714
-85,185
-90% -$3.3M 0.12% 104
2019
Q3 		$3.73M Buy
+94,899
New +$3.64M 1.19% 18

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

Sunflower Bank Wealth Management's XLRE Position: Q1 2020 in Review

Sunflower Bank Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2020, closing a stake of 9,714 shares — an estimated $376K sold.

Sunflower Bank Wealth Management first reported a position in XLRE in Q3 2019 and held it in 2 quarters. The position peaked at $3.73M in Q3 2019. 399 funds tracked by Wall St. Rank hold XLRE as of Q1 2020.

  • Sunflower Bank Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • Sunflower Bank Wealth Management sold 9,714 State Street Real Estate Select Sector SPDR ETF shares in Q1 2020, an estimated $376K.
  • Sunflower Bank Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2019 and held it in 2 quarters.
  • Sunflower Bank Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $3.73M in Q3 2019.
  • 399 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q1 2020, filed 7 May 2020.