Alpha Cubed Investments’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Alpha Cubed Investments’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 Q4	$1.36M	Buy	33,709 +18,776	+126%	+$773K	0.05%	104
2025 Q3	$629K	Sell	14,933 -6,904	-32%	-$289K	0.02%	154
2025 Q2	$904K	Sell	21,837 -11,568	-35%	-$475K	0.03%	122
2025 Q1	$1.4M	Sell	33,405 -28,433	-46%	-$1.18M	0.06%	107
2024 Q4	$2.51M	Buy	+61,838	New	+$2.68M	0.12%	79
2023 Q1	–	Sell	-141,439	Closed	-$5.22M	–	316
2022 Q4	$5.22M	Buy	+141,439	New	+$5.22M	0.4%	60

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Alpha Cubed Investments's XLRE Position: Q4 2025 in Review

Alpha Cubed Investments increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 126% in Q4 2025, buying an estimated $773K and bringing the position to 33,709 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #104.

Alpha Cubed Investments first reported a position in XLRE in Q4 2022 and has held it in 6 quarters since. The position peaked at $5.22M in Q4 2022. 777 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Alpha Cubed Investments held 33,709 shares of State Street Real Estate Select Sector SPDR ETF worth $1.36M as of Q4 2025.
Alpha Cubed Investments bought 18,776 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $773K.
State Street Real Estate Select Sector SPDR ETF made up 0.05% of Alpha Cubed Investments's portfolio in Q4 2025, its #104 holding.
Alpha Cubed Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and has held it in 6 quarters since.
Alpha Cubed Investments's State Street Real Estate Select Sector SPDR ETF position peaked at $5.22M in Q4 2022.
777 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.