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Bowman & Company’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bowman & Company’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
-5,202
Closed -$212K – 112
2024
Q4 		$212K Buy
+5,202
New +$225K 0.11% 104

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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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 $14.7B AUM 47% 1-Year Est. Return

Bowman & Company's XLRE Position: Q1 2025 in Review

Bowman & Company sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 5,202 shares — an estimated $212K sold.

Bowman & Company first reported a position in XLRE in Q4 2024 and held it in 1 quarter. The position peaked at $212K in Q4 2024. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

  • Bowman & Company reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Bowman & Company sold 5,202 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $212K.
  • Bowman & Company first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Bowman & Company's State Street Real Estate Select Sector SPDR ETF position peaked at $212K in Q4 2024.
  • 743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Bowman & Company's 13F filing for Q1 2025, filed 8 Apr 2025.