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Callan Capital’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Callan Capital’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 		$1.39M Buy
33,224
+1,912
+6% +$79.6K 0.1% 96
2024
Q4 		$1.27M Sell
31,312
-1,378
-4% -$59.6K 0.09% 90
2024
Q3 		$1.46M Sell
32,690
-1,221
-4% -$51.4K 0.1% 93
2024
Q2 		$1.3M Sell
33,911
-1,406
-4% -$53K 0.11% 96
2024
Q1 		$1.4M Sell
35,317
-486
-1% -$18.9K 0.12% 83
2023
Q4 		$1.43M Buy
35,803
+9,245
+35% +$332K 0.14% 76
2023
Q3 		$905K Sell
26,558
-268
-1% -$9.92K 0.1% 85
2023
Q2 		$1.01M Buy
26,826
+1,093
+4% +$40.3K 0.11% 80
2023
Q1 		$962K Sell
25,733
-285
-1% -$10.9K 0.11% 79
2022
Q4 		$961K Sell
26,018
-770
-3% -$28.4K 0.12% 79
2022
Q3 		$965K Buy
26,788
+3,974
+17% +$166K 0.16% 61
2022
Q2 		$932K Buy
22,814
+4,080
+22% +$182K 0.14% 61
2022
Q1 		$905K Buy
18,734
+324
+2% +$15.2K 0.12% 69
2021
Q4 		$954K Sell
18,410
-43
-0.2% -$2.07K 0.14% 63
2021
Q3 		$820K Buy
18,453
+63
+0.3% +$2.93K 0.14% 54
2021
Q2 		$815K Sell
18,390
-561
-3% -$24.1K 0.14% 54
2021
Q1 		$748K Buy
18,951
+7
+0% +$263 0.14% 56
2020
Q4 		$693K Sell
18,944
-62
-0.3% -$2.25K 0.14% 56
2020
Q3 		$670K Sell
19,006
-227
-1% -$8.09K 0.15% 54
2020
Q2 		$670K Sell
19,233
-406
-2% -$13.7K 0.17% 54
2020
Q1 		$609K Sell
19,639
-8,096
-29% -$302K 0.19% 49
2019
Q4 		$1.07M Sell
27,735
-3,039
-10% -$118K 0.29% 39
2019
Q3 		$1.21M Sell
30,774
-1,711
-5% -$65.7K 0.35% 36
2019
Q2 		$1.19M Sell
32,485
-1,150
-3% -$42K 0.38% 36
2019
Q1 		$1.22M Sell
33,635
-4,505
-12% -$154K 0.4% 36
2018
Q4 		$1.18M Sell
38,140
-1,675
-4% -$54.3K 0.43% 33
2018
Q3 		$1.3M Sell
39,815
-1,288
-3% -$42.7K 0.43% 31
2018
Q2 		$1.34M Sell
41,103
-1,363
-3% -$42.6K 0.47% 31
2018
Q1 		$1.32M Buy
42,466
+373
+0.9% +$11.6K 0.43% 28
2017
Q4 		$1.39M Sell
42,093
-366
-0.9% -$12.1K 0.48% 26
2017
Q3 		$1.37M Sell
42,459
-598
-1% -$19.4K 0.51% 24
2017
Q2 		$1.39M Sell
43,057
-1,087
-2% -$34.8K 0.52% 24
2017
Q1 		$1.4M Buy
+44,144
New +$1.38M 0.56% 23

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

Callan Capital's XLRE Position: Q1 2025 in Review

Callan Capital increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 6.1% in Q1 2025, buying an estimated $79.6K and bringing the position to 33,224 shares worth $1.39M. The position accounts for 0.1% of the portfolio, ranked #96.

Callan Capital first reported a position in XLRE in Q1 2017 and has held it in 33 quarters since. The position peaked at $1.46M in Q3 2024. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

  • Callan Capital held 33,224 shares of State Street Real Estate Select Sector SPDR ETF worth $1.39M as of Q1 2025.
  • Callan Capital bought 1,912 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $79.6K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.1% of Callan Capital's portfolio in Q1 2025, its #96 holding.
  • Callan Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2017 and has held it in 33 quarters since.
  • Callan Capital's State Street Real Estate Select Sector SPDR ETF position peaked at $1.46M in Q3 2024.
  • 743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.