Wellington Management Group
XLRE icon

Wellington Management Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wellington Management Group’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
Q4 		– Sell
-19,142
Closed -$753K – 2134
2019
Q3 		$753K Buy
+19,142
New +$735K ﹤0.01% 1785

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BAPIM
British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Wellington Management Group's XLRE Position: Q4 2019 in Review

Wellington Management Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2019, closing a stake of 19,142 shares — an estimated $753K sold.

Wellington Management Group first reported a position in XLRE in Q3 2019 and held it in 1 quarter. The position peaked at $753K in Q3 2019. 432 funds tracked by Wall St. Rank hold XLRE as of Q4 2019.

  • Wellington Management Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
  • Wellington Management Group sold 19,142 State Street Real Estate Select Sector SPDR ETF shares in Q4 2019, an estimated $753K.
  • Wellington Management Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2019 and held it in 1 quarter.
  • Wellington Management Group's State Street Real Estate Select Sector SPDR ETF position peaked at $753K in Q3 2019.
  • 432 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2019.

Based on Wellington Management Group's 13F filing for Q4 2019, filed 11 Feb 2020.