Channel Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Channel Wealth’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 Q3	–	Sell	-18,736	Closed	-$776K	–	189
2025 Q2	$776K	Sell	18,736 -12,277	-40%	-$504K	0.22%	72
2025 Q1	$1.3M	Sell	31,013 -4,661	-13%	-$194K	0.4%	58
2024 Q4	$1.45M	Sell	35,674 -11,867	-25%	-$513K	0.47%	56
2024 Q3	$2.12M	Buy	+47,541	New	+$2M	0.7%	47

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Channel Wealth's XLRE Position: Q3 2025 in Review

Channel Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 18,736 shares — an estimated $776K sold.

Channel Wealth first reported a position in XLRE in Q3 2024 and held it in 4 quarters. The position peaked at $2.12M in Q3 2024. 725 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

Channel Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Channel Wealth sold 18,736 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $776K.
Channel Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and held it in 4 quarters.
Channel Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $2.12M in Q3 2024.
725 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on Channel Wealth's 13F filing for Q3 2025, filed 7 Oct 2025.