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

Accredited 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 		$338 Buy
2,850
+2,842
+35,525% +$119K ﹤0.01% 365
2025
Q2 		$332 Hold
8
– – ﹤0.01% 362
2025
Q1 		$335 Hold
8
– – ﹤0.01% 346
2024
Q4 		$326 Buy
+8
New +$346 ﹤0.01% 346

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accredited Wealth Management's XLRE Position: Q3 2025 in Review

Accredited Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 35,525% in Q3 2025, buying an estimated $119K and bringing the position to 2,850 shares worth $338. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Accredited Wealth Management first reported a position in XLRE in Q4 2024 and has held it in 4 quarters since. 724 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

  • Accredited Wealth Management held 2,850 shares of State Street Real Estate Select Sector SPDR ETF worth $338 as of Q3 2025.
  • Accredited Wealth Management bought 2,842 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $119K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #365 holding.
  • Accredited Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 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 Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.