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

Ausdal Financial 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 Q2	–	Sell	-5,600	Closed	-$234K	–	737
2025 Q1	$234K	Buy	+5,600	New	+$233K	0.02%	567
2022 Q2	–	Sell	-27,108	Closed	-$1.31M	–	518
2022 Q1	$1.31M	Buy	27,108 +1,453	+6%	+$68.1K	0.18%	152
2021 Q4	$1.33M	Sell	25,655 -6,884	-21%	-$331K	0.18%	157
2021 Q3	$1.45M	Sell	32,539 -125,101	-79%	-$5.81M	0.22%	134
2021 Q2	$6.99M	Sell	157,640 -2,199	-1%	-$94.3K	1.06%	16
2021 Q1	$6.31M	Sell	159,839 -63	-0%	-$2.37K	1.07%	15
2020 Q4	$5.85M	Buy	159,902 +262	+0.2%	+$9.51K	1.14%	14
2020 Q3	$5.63M	Buy	+159,640	New	+$5.69M	1.36%	14

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

Ausdal Financial Partners's XLRE Position: Q2 2025 in Review

Ausdal Financial Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 5,600 shares — an estimated $234K sold.

Ausdal Financial Partners first reported a position in XLRE in Q3 2020 and held it in 8 quarters. The position peaked at $6.99M in Q2 2021. 721 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Ausdal Financial Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Ausdal Financial Partners sold 5,600 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $234K.
Ausdal Financial Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and held it in 8 quarters.
Ausdal Financial Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $6.99M in Q2 2021.
721 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Ausdal Financial Partners's 13F filing for Q2 2025, filed 14 Aug 2025.