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Aveo Capital Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Aveo Capital 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
-13,405
Closed -$557K – 173
2025
Q1 		$557K Sell
13,405
-789
-6% -$32.9K 0.09% 99
2024
Q4 		$577K Sell
14,194
-1,648
-10% -$71.3K 0.06% 183
2024
Q3 		$708K Buy
15,842
+4,849
+44% +$204K 0.08% 160
2024
Q2 		$422K Buy
10,993
+424
+4% +$16K 0.05% 213
2024
Q1 		$391K Buy
10,569
+2,925
+38% +$114K 0.04% 257
2023
Q4 		$306K Sell
7,644
-6,616
-46% -$238K 0.04% 270
2023
Q3 		$486K Buy
14,260
+2,830
+25% +$105K 0.06% 201
2023
Q2 		$431K Sell
11,430
-2,807
-20% -$104K 0.05% 220
2023
Q1 		$532K Sell
14,237
-742
-5% -$28.5K 0.07% 183
2022
Q4 		$553K Sell
14,979
-25,372
-63% -$936K 0.08% 174
2022
Q3 		$1.45M Sell
40,351
-7,627
-16% -$319K 0.25% 82
2022
Q2 		$1.96M Sell
47,978
-38,938
-45% -$1.74M 0.32% 76
2022
Q1 		$4.2M Buy
86,916
+3,461
+4% +$162K 0.74% 42
2021
Q4 		$4.32M Buy
83,455
+3,743
+5% +$180K 0.78% 36
2021
Q3 		$3.54M Buy
79,712
+3,964
+5% +$184K 0.74% 40
2021
Q2 		$3.36M Buy
75,748
+9,202
+14% +$394K 0.74% 45
2021
Q1 		$2.63M Buy
66,546
+41,913
+170% +$1.58M 0.66% 46
2020
Q4 		$901K Buy
24,633
+12,878
+110% +$467K 1.39% 23
2020
Q3 		$415K Buy
11,755
+274
+2% +$9.77K 0.15% 124
2020
Q2 		$400K Buy
+11,481
New +$388K 0.81% 37

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aveo Capital Partners's XLRE Position: Q2 2025 in Review

Aveo Capital Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 13,405 shares — an estimated $557K sold.

Aveo Capital Partners first reported a position in XLRE in Q2 2020 and held it in 20 quarters. The position peaked at $4.32M in Q4 2021. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

  • Aveo Capital Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 13,405 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $557K.
  • Aveo Capital Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and held it in 20 quarters.
  • Aveo Capital Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $4.32M in Q4 2021.
  • 720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.