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Avalon Trust’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Avalon Trust’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 		– Sell
-756
Closed -$31.9K – 630
2025
Q3 		$31.9K Buy
+756
New +$31.6K ﹤0.01% 359

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
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

Avalon Trust's XLRE Position: Q4 2025 in Review

Avalon Trust sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 756 shares — an estimated $31.9K sold.

Avalon Trust first reported a position in XLRE in Q3 2025 and held it in 1 quarter. The position peaked at $31.9K in Q3 2025. 777 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

  • Avalon Trust reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Avalon Trust sold 756 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $31.9K.
  • Avalon Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • Avalon Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $31.9K in Q3 2025.
  • 777 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.