Banco BTG Pactual’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Banco BTG Pactual’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	-68,405	Closed	-$2.88M	–	233
2025 Q3	$2.88M	Buy	68,405 +13,745	+25%	+$575K	0.42%	45
2025 Q2	$2.26M	Buy	54,660 +12,012	+28%	+$493K	0.46%	43
2025 Q1	$1.78M	Sell	42,648 -34,441	-45%	-$1.43M	0.44%	61
2024 Q4	$3.11M	Buy	+77,089	New	+$3.34M	0.72%	36
2024 Q2	–	Sell	-160,988	Closed	-$6.36M	–	242
2024 Q1	$6.36M	Buy	160,988 +78,373	+95%	+$3.05M	1.07%	25
2023 Q4	$3.35M	Buy	82,615 +21,103	+34%	+$758K	0.42%	39
2023 Q3	$2.1M	Buy	+61,512	New	+$2.28M	0.5%	35

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

Two Sigma Investments New York $124B AUM 33.93% 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

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

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Banco BTG Pactual's XLRE Position: Q4 2025 in Review

Banco BTG Pactual sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 68,405 shares — an estimated $2.88M sold.

Banco BTG Pactual first reported a position in XLRE in Q3 2023 and held it in 7 quarters. The position peaked at $6.36M in Q1 2024. 774 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Banco BTG Pactual reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Banco BTG Pactual sold 68,405 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $2.88M.
Banco BTG Pactual first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and held it in 7 quarters.
Banco BTG Pactual's State Street Real Estate Select Sector SPDR ETF position peaked at $6.36M in Q1 2024.
774 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Banco BTG Pactual's 13F filing for Q4 2025, filed 12 Feb 2026.