CAWM
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Capital A Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Capital A Wealth Management’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
-39
Closed -$1.63K – 855
2025
Q1 		$1.63K Buy
+39
New +$1.63K ﹤0.01% 489

Other funds holding XLRE

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital A Wealth Management's XLRE Position: Q2 2025 in Review

Capital A Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 39 shares — an estimated $1.63K sold.

Capital A Wealth Management first reported a position in XLRE in Q1 2025 and held it in 1 quarter. The position peaked at $1.63K in Q1 2025. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

  • Capital A Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 39 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $1.63K.
  • Capital A Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $1.63K in Q1 2025.
  • 720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.