ACI
XLRE icon

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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
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
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return