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

Bristlecone 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	-2,265	Closed	-$94.8K	–	382
2025 Q1	$94.8K	Hold	2,265	–	–	0.01%	297
2024 Q4	$92.1K	Hold	2,265	–	–	0.01%	296
2024 Q3	$101K	Buy	+2,265	New	+$95.4K	0.01%	299
2023 Q2	–	Sell	-2,265	Closed	-$84.7K	–	355
2023 Q1	$84.7K	Buy	+2,265	New	+$87K	0.01%	284

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

Bristlecone Advisors's XLRE Position: Q2 2025 in Review

Bristlecone Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 2,265 shares — an estimated $94.8K sold.

Bristlecone Advisors first reported a position in XLRE in Q1 2023 and held it in 4 quarters. The position peaked at $101K in Q3 2024. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Bristlecone Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Bristlecone Advisors sold 2,265 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $94.8K.
Bristlecone Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2023 and held it in 4 quarters.
Bristlecone Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $101K in Q3 2024.
720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.