Brighton Jones LLC’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Brighton Jones LLC’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	-6,491	Closed	-$273K	–	992
2025 Q3	$273K	Sell	6,491 -911	-12%	-$38.1K	0.01%	843
2025 Q2	$307K	Sell	7,402 -458	-6%	-$18.8K	0.01%	713
2025 Q1	$329K	Buy	7,860 +996	+15%	+$41.5K	0.01%	506
2024 Q4	$279K	Buy	+6,864	New	+$297K	0.01%	539
2024 Q3	–	Sell	-6,594	Closed	-$253K	–	670
2024 Q2	$253K	Sell	6,594 -1,184	-15%	-$44.6K	0.01%	513
2024 Q1	$307K	Buy	+7,778	New	+$303K	0.01%	458
2023 Q1	–	Sell	-5,475	Closed	-$202K	–	541
2022 Q4	$202K	Buy	+5,475	New	+$202K	0.01%	436

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 $445B AUM 25.58% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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

Brighton Jones LLC's XLRE Position: Q4 2025 in Review

Brighton Jones LLC sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 6,491 shares — an estimated $273K sold.

Brighton Jones LLC first reported a position in XLRE in Q4 2022 and held it in 7 quarters. The position peaked at $329K in Q1 2025. 775 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Brighton Jones LLC reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Brighton Jones LLC sold 6,491 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $273K.
Brighton Jones LLC first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 7 quarters.
Brighton Jones LLC's State Street Real Estate Select Sector SPDR ETF position peaked at $329K in Q1 2025.
775 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.