Atria Wealth Solutions’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Atria Wealth Solutions’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 Q2	$1.94M	Sell	46,741 -28,972	-38%	-$1.19M	0.04%	424
2025 Q1	$3.17M	Buy	75,713 +590	+0.8%	+$24.6K	0.04%	474
2024 Q4	$3.06M	Buy	75,123 +11,074	+17%	+$479K	0.03%	501
2024 Q3	$2.86M	Buy	64,049 +8,879	+16%	+$374K	0.03%	509
2024 Q2	$2.12M	Buy	55,170 +658	+1%	+$24.8K	0.02%	605
2024 Q1	$2.15M	Buy	54,512 +1,370	+3%	+$53.3K	0.02%	608
2023 Q4	$2.13M	Buy	53,142 +10,696	+25%	+$384K	0.03%	585
2023 Q3	$1.45M	Sell	42,446 -2,127	-5%	-$78.7K	0.02%	671
2023 Q2	$1.68M	Sell	44,573 -10,736	-19%	-$396K	0.02%	628
2023 Q1	$2.07M	Buy	55,309 +649	+1%	+$24.9K	0.03%	529
2022 Q4	$2.02M	Sell	54,660 -5,757	-10%	-$212K	0.03%	513
2022 Q3	$2.18M	Buy	60,417 +10,332	+21%	+$433K	0.04%	454
2022 Q2	$2.05M	Buy	50,085 +14,361	+40%	+$640K	0.04%	440
2022 Q1	$1.73M	Buy	+35,724	New	+$1.67M	0.03%	524

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

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

Atria Wealth Solutions's XLRE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 38% in Q2 2025, selling an estimated $1.19M and leaving 46,741 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #424.

Atria Wealth Solutions first reported a position in XLRE in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.17M in Q1 2025. 721 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Atria Wealth Solutions held 46,741 shares of State Street Real Estate Select Sector SPDR ETF worth $1.94M as of Q2 2025.
Atria Wealth Solutions sold 28,972 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $1.19M.
State Street Real Estate Select Sector SPDR ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #424 holding.
Atria Wealth Solutions first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street Real Estate Select Sector SPDR ETF position peaked at $3.17M in Q1 2025.
721 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.