Apexium Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Apexium Financial’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	$399K	Buy	9,468 +47	+0.5%	+$1.97K	0.02%	217
2025 Q2	$390K	Buy	9,421 +2	+0%	+$82	0.02%	207
2025 Q1	$394K	Sell	9,419 -52	-0.5%	-$2.17K	0.02%	197
2024 Q4	$385K	Buy	9,471 +78	+0.8%	+$3.38K	0.02%	187
2024 Q3	$420K	Sell	9,393 -145	-2%	-$6.11K	0.03%	156
2024 Q2	$366K	Sell	9,538 -165	-2%	-$6.21K	0.03%	161
2024 Q1	$384K	Buy	9,703 +391	+4%	+$15.2K	0.03%	162
2023 Q4	$373K	Sell	9,312 -1,909	-17%	-$68.6K	0.03%	198
2023 Q3	$382K	Buy	11,221 +1,567	+16%	+$58K	0.04%	150
2023 Q2	$364K	Buy	9,654 +57	+0.6%	+$2.1K	0.03%	158
2023 Q1	$359K	Buy	9,597 +472	+5%	+$18.1K	0.04%	154
2022 Q4	$337K	Buy	9,125 +2,065	+29%	+$76.2K	0.04%	157
2022 Q3	$254K	Buy	+7,060	New	+$296K	0.03%	169

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

Apexium Financial's XLRE Position: Q3 2025 in Review

Apexium Financial increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.5% in Q3 2025, buying an estimated $1.97K and bringing the position to 9,468 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #217.

Apexium Financial first reported a position in XLRE in Q3 2022 and has held it in 13 quarters since. The position peaked at $420K in Q3 2024. 724 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

Apexium Financial held 9,468 shares of State Street Real Estate Select Sector SPDR ETF worth $399K as of Q3 2025.
Apexium Financial bought 47 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $1.97K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #217 holding.
Apexium Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's State Street Real Estate Select Sector SPDR ETF position peaked at $420K in Q3 2024.
724 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.