AIP
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Almanack Investment Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Almanack Investment Partners’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
Q1 		– Sell
-5,395
Closed -$219K – 204
2024
Q4 		$219K Buy
5,395
+518
+11% +$22.4K 0.03% 164
2024
Q3 		$218K Buy
+4,877
New +$205K 0.03% 167
2024
Q2 		– Sell
-7,521
Closed -$297K – 189
2024
Q1 		$297K Sell
7,521
-386
-5% -$15K 0.05% 144
2023
Q4 		$317K Buy
7,907
+246
+3% +$8.83K 0.06% 122
2023
Q3 		$261K Buy
7,661
+2,155
+39% +$79.7K 0.05% 130
2023
Q2 		$208K Buy
5,506
+23
+0.4% +$848 0.04% 160
2023
Q1 		$205K Buy
5,483
+17
+0.3% +$653 0.04% 160
2022
Q4 		$202K Buy
+5,466
New +$202K 0.04% 161
2022
Q3 		– Sell
-5,419
Closed -$221K – 969
2022
Q2 		$221K Sell
5,419
-6,359
-54% -$284K 0.02% 387
2022
Q1 		$569K Buy
11,778
+7,110
+152% +$333K 0.05% 239
2021
Q4 		$242K Sell
4,668
-3,718
-44% -$179K 0.02% 428
2021
Q3 		$373K Buy
+8,386
New +$390K 0.03% 319

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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Almanack Investment Partners's XLRE Position: Q1 2025 in Review

Almanack Investment Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 5,395 shares — an estimated $219K sold.

Almanack Investment Partners first reported a position in XLRE in Q3 2021 and held it in 12 quarters. The position peaked at $569K in Q1 2022. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

  • Almanack Investment Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 5,395 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $219K.
  • Almanack Investment Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and held it in 12 quarters.
  • Almanack Investment Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $569K in Q1 2022.
  • 743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.