Bragg Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bragg Financial Advisors’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	-6,590	Closed	-$276K	–	349
2025 Q1	$276K	Sell	6,590 -1,184	-15%	-$49.3K	0.01%	302
2024 Q4	$316K	Buy	7,774 +1,552	+25%	+$67.2K	0.01%	292
2024 Q3	$278K	Sell	6,222 -15	-0.2%	-$632	0.01%	292
2024 Q2	$240K	Buy	6,237 +169	+3%	+$6.37K	0.01%	301
2024 Q1	$240K	Sell	6,068 -117	-2%	-$4.55K	0.01%	306
2023 Q4	$248K	Buy	+6,185	New	+$222K	0.01%	297
2023 Q2	–	Sell	-5,482	Closed	-$205K	–	327
2023 Q1	$205K	Sell	5,482 -429	-7%	-$16.5K	0.01%	308
2022 Q4	$218K	Buy	+5,911	New	+$218K	0.01%	306

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

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

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

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

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

Bragg Financial Advisors's XLRE Position: Q2 2025 in Review

Bragg Financial Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 6,590 shares — an estimated $276K sold.

Bragg Financial Advisors first reported a position in XLRE in Q4 2022 and held it in 8 quarters. The position peaked at $316K in Q4 2024. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Bragg Financial Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Bragg Financial Advisors sold 6,590 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $276K.
Bragg Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 8 quarters.
Bragg Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $316K in Q4 2024.
720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Bragg Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.