Bellevue Asset Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bellevue Asset Management’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 Q3	–	Sell	-139	Closed	-$5.76K	–	502
2025 Q2	$5.76K	Hold	139	–	–	﹤0.01%	326
2025 Q1	$5.82K	Hold	139	–	–	﹤0.01%	314
2024 Q4	$5.65K	Hold	139	–	–	﹤0.01%	330
2024 Q3	$6.21K	Hold	139	–	–	﹤0.01%	302
2024 Q2	$5.34K	Hold	139	–	–	﹤0.01%	311
2024 Q1	$5.5K	Hold	139	–	–	﹤0.01%	304
2023 Q4	$5.57K	Hold	139	–	–	﹤0.01%	292
2023 Q3	$4.74K	Hold	139	–	–	﹤0.01%	296
2023 Q2	$5.24K	Hold	139	–	–	﹤0.01%	302
2023 Q1	$5.2K	Hold	139	–	–	﹤0.01%	309
2022 Q4	$5.09K	Hold	139	–	–	﹤0.01%	310
2022 Q3	$5K	Hold	139	–	–	﹤0.01%	317
2022 Q2	$6K	Hold	139	–	–	﹤0.01%	317
2022 Q1	$7K	Hold	139	–	–	﹤0.01%	333
2021 Q4	$7K	Hold	139	–	–	﹤0.01%	346
2021 Q3	$6K	Hold	139	–	–	﹤0.01%	375
2021 Q2	$6K	Hold	139	–	–	﹤0.01%	374
2021 Q1	$6K	Hold	139	–	–	﹤0.01%	409
2020 Q4	$5K	Hold	139	–	–	﹤0.01%	441
2020 Q3	$5K	Hold	139	–	–	﹤0.01%	410
2020 Q2	$5K	Hold	139	–	–	0.01%	408
2020 Q1	$5K	Hold	139	–	–	0.01%	401
2019 Q4	$5K	Buy	+139	New	+$5.38K	﹤0.01%	361

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bellevue Asset Management's XLRE Position: Q3 2025 in Review

Bellevue Asset Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 139 shares — an estimated $5.76K sold.

Bellevue Asset Management first reported a position in XLRE in Q4 2019 and held it in 23 quarters. The position peaked at $7K in Q1 2022. 726 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

Bellevue Asset Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Bellevue Asset Management sold 139 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $5.76K.
Bellevue Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 23 quarters.
Bellevue Asset Management's State Street Real Estate Select Sector SPDR ETF position peaked at $7K in Q1 2022.
726 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on Bellevue Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.