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

Abich Financial 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
2025 Q3	$2.61K	Buy	+62	New	+$2.59K	﹤0.01%	555
2024 Q3	–	Sell	-62	Closed	-$2.38K	–	849
2024 Q2	$2.38K	Hold	62	–	–	﹤0.01%	457
2024 Q1	$2.45K	Hold	62	–	–	﹤0.01%	364
2023 Q4	$2.48K	Buy	+62	New	+$2.23K	﹤0.01%	301

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Abich Financial Wealth Management's XLRE Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025: 62 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in XLRE as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in XLRE in Q4 2023 and has held it in 4 quarters since. 724 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

Abich Financial Wealth Management held 62 shares of State Street Real Estate Select Sector SPDR ETF worth $2.61K as of Q3 2025.
State Street Real Estate Select Sector SPDR ETF was a new Abich Financial Wealth Management position in Q3 2025.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #555 holding.
Abich Financial Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
724 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.