Avantax Advisory Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Avantax Advisory Services’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	$7.09M	Buy	171,293 +11,122	+7%	+$457K	0.04%	349
2025 Q1	$6.7M	Buy	160,171 +9,654	+6%	+$402K	0.04%	332
2024 Q4	$6.12M	Buy	150,517 +23,170	+18%	+$1M	0.04%	339
2024 Q3	$5.69M	Buy	127,347 +1,413	+1%	+$59.5K	0.04%	359
2024 Q2	$4.84M	Sell	125,934 -10,784	-8%	-$406K	0.03%	381
2024 Q1	$5.4M	Sell	136,718 -3,070	-2%	-$119K	0.05%	294
2023 Q4	$5.6M	Sell	139,788 -12,644	-8%	-$454K	0.06%	257
2023 Q3	$5.19M	Sell	152,432 -7,275	-5%	-$269K	0.06%	248
2023 Q2	$6.02M	Sell	159,707 -9,156	-5%	-$338K	0.07%	213
2023 Q1	$6.31M	Sell	168,863 -173,875	-51%	-$6.68M	0.08%	200
2022 Q4	$12.7M	Sell	342,738 -15,759	-4%	-$582K	0.17%	100
2022 Q3	$12.9M	Sell	358,497 -3,693	-1%	-$155K	0.2%	79
2022 Q2	$14.8M	Buy	362,190 +20,910	+6%	+$933K	0.22%	71
2022 Q1	$16.5M	Buy	341,280 +36,206	+12%	+$1.7M	0.23%	70
2021 Q4	$15.8M	Buy	305,074 +25,556	+9%	+$1.23M	0.24%	67
2021 Q3	$12.4M	Buy	279,518 +25,265	+10%	+$1.17M	0.21%	75
2021 Q2	$11.3M	Buy	254,253 +13,476	+6%	+$578K	0.2%	84
2021 Q1	$9.53M	Sell	240,777 -28,436	-11%	-$1.07M	0.2%	86
2020 Q4	$9.84M	Buy	269,213 +159,975	+146%	+$5.8M	0.23%	70
2020 Q3	$3.85M	Buy	109,238 +57,961	+113%	+$2.07M	0.06%	241
2020 Q2	$1.78M	Buy	51,277 +20,811	+68%	+$703K	0.05%	235
2020 Q1	$943K	Buy	30,466 +18,329	+151%	+$685K	0.03%	315
2019 Q4	$470K	Buy	12,137 +3,661	+43%	+$142K	0.01%	495
2019 Q3	$334K	Buy	8,476 +1,190	+16%	+$45.7K	0.01%	414
2019 Q2	$268K	Buy	7,286 +120	+2%	+$4.38K	0.01%	419
2019 Q1	$260K	Buy	+7,166	New	+$244K	0.01%	391

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Advisory Services's XLRE Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 6.9% in Q2 2025, buying an estimated $457K and bringing the position to 171,293 shares worth $7.09M. The position accounts for 0.04% of the portfolio, ranked #349.

Avantax Advisory Services first reported a position in XLRE in Q1 2019 and has held it in 26 quarters since. The position peaked at $16.5M in Q1 2022. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Avantax Advisory Services held 171,293 shares of State Street Real Estate Select Sector SPDR ETF worth $7.09M as of Q2 2025.
Avantax Advisory Services bought 11,122 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $457K.
State Street Real Estate Select Sector SPDR ETF made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #349 holding.
Avantax Advisory Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and has held it in 26 quarters since.
Avantax Advisory Services's State Street Real Estate Select Sector SPDR ETF position peaked at $16.5M in Q1 2022.
720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.