Vickerman & Driscoll Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Vickerman & Driscoll Financial 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	$3.37M	Buy	108,825 +16,722	+18%	+$625K	2.07%	17
2019 Q4	$3.56M	Buy	92,103 +1,936	+2%	+$74.9K	1.8%	18
2019 Q3	$3.55M	Sell	90,167 -34	-0%	-$1.3K	1.95%	15
2019 Q2	$3.32M	Buy	90,201 +1,614	+2%	+$59K	1.84%	14
2019 Q1	$3.21M	Buy	+88,587	New	+$3.02M	1.81%	15

Other funds holding XLRE

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

Vickerman & Driscoll Financial Advisors's XLRE Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 18% in Q1 2020, buying an estimated $625K and bringing the position to 108,825 shares worth $3.37M. The position accounts for 2.07% of the portfolio, ranked #17.

Vickerman & Driscoll Financial Advisors first reported a position in XLRE in Q1 2019 and has held it in 5 quarters since. The position peaked at $3.56M in Q4 2019. 399 funds tracked by Wall St. Rank hold XLRE as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 108,825 shares of State Street Real Estate Select Sector SPDR ETF worth $3.37M as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 16,722 State Street Real Estate Select Sector SPDR ETF shares in Q1 2020, an estimated $625K.
State Street Real Estate Select Sector SPDR ETF made up 2.07% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #17 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and has held it in 5 quarters since.
Vickerman & Driscoll Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $3.56M in Q4 2019.
399 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.