Avidian Wealth Enterprises’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Avidian Wealth Enterprises’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 Q1	–	Sell	-5,072	Closed	-$206K	–	551
2024 Q4	$206K	Buy	+5,072	New	+$219K	0.01%	482
2023 Q3	–	Sell	-10,839	Closed	-$409K	–	430
2023 Q2	$409K	Sell	10,839 -68,943	-86%	-$2.54M	0.03%	301
2023 Q1	$2.98M	Buy	79,782 +3,011	+4%	+$116K	0.16%	111
2022 Q4	$2.84M	Buy	76,771 +14,256	+23%	+$526K	0.18%	100
2022 Q3	$2.25M	Sell	62,515 -136,886	-69%	-$5.73M	0.16%	89
2022 Q2	$8.15M	Sell	199,401 -51,565	-21%	-$2.3M	0.58%	39
2022 Q1	$12.1M	Buy	250,966 +32,095	+15%	+$1.5M	0.74%	27
2021 Q4	$11.3M	Buy	218,871 +151,637	+226%	+$7.3M	0.71%	29
2021 Q3	$2.99M	Sell	67,234 -312	-0.5%	-$14.5K	0.23%	71
2021 Q2	$2.99M	Sell	67,546 -5,711	-8%	-$245K	0.23%	73
2021 Q1	$2.89M	Buy	+73,257	New	+$2.75M	0.25%	69

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Avidian Wealth Enterprises's XLRE Position: Q1 2025 in Review

Avidian Wealth Enterprises sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 5,072 shares — an estimated $206K sold.

Avidian Wealth Enterprises first reported a position in XLRE in Q1 2021 and held it in 11 quarters. The position peaked at $12.1M in Q1 2022. 744 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

Avidian Wealth Enterprises reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Avidian Wealth Enterprises sold 5,072 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $206K.
Avidian Wealth Enterprises first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and held it in 11 quarters.
Avidian Wealth Enterprises's State Street Real Estate Select Sector SPDR ETF position peaked at $12.1M in Q1 2022.
744 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2025, filed 25 Apr 2025.