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Winslow Evans & Crocker’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Winslow Evans & Crocker’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
Q4 		$3K Buy
+69
New +$2.5K ﹤0.01% 1204
2017
Q3 		– Sell
-160
Closed -$5.15K – 1259
2017
Q2 		$5.15K Hold
160
– – ﹤0.01% 1052
2017
Q1 		$5.03K Hold
160
– – ﹤0.01% 1032
2016
Q4 		$4.88K Sell
160
-2,468
-94% -$75.6K ﹤0.01% 1035
2016
Q3 		$86.1K Buy
+2,628
New +$88.2K 0.02% 436

Other funds holding XLRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BAPIM
British Airways Pensions Investment Management London, United Kingdom $2.54B AUM 46.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Winslow Evans & Crocker's XLRE Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2020: 69 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1204 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in XLRE as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in XLRE in Q3 2016 and has held it in 5 quarters since. The position peaked at $86.1K in Q3 2016. 422 funds tracked by Wall St. Rank hold XLRE as of Q4 2020.

  • Winslow Evans & Crocker held 69 shares of State Street Real Estate Select Sector SPDR ETF worth $3K as of Q4 2020.
  • State Street Real Estate Select Sector SPDR ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1204 holding.
  • Winslow Evans & Crocker first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 5 quarters since.
  • Winslow Evans & Crocker's State Street Real Estate Select Sector SPDR ETF position peaked at $86.1K in Q3 2016.
  • 422 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.