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

Congress 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	$39.2M	Buy	945,399 +7,410	+0.8%	+$304K	0.38%	51
2025 Q1	$39.3M	Buy	937,989 +15,282	+2%	+$637K	0.47%	48
2024 Q4	$37.5M	Sell	922,707 -17,035	-2%	-$737K	0.52%	41
2024 Q3	$42M	Buy	939,742 +931,614	+11,462%	+$39.3M	0.56%	35
2024 Q2	$312K	Hold	8,128	–	–	0.01%	608
2024 Q1	$321K	Sell	8,128 -16,325	-67%	-$635K	0.01%	500
2023 Q4	$980K	Sell	24,453 -4,195	-15%	-$151K	0.02%	393
2023 Q3	$976K	Buy	28,648 +38	+0.1%	+$1.41K	0.02%	378
2023 Q2	$1.08M	Sell	28,610 -4,515	-14%	-$167K	0.03%	331
2023 Q1	$1.24M	Buy	33,125 +1,798	+6%	+$69K	0.03%	321
2022 Q4	$1.16M	Sell	31,327 -96,591	-76%	-$3.57M	0.03%	321
2022 Q3	$4.61M	Sell	127,918 -142,469	-53%	-$5.97M	0.12%	188
2022 Q2	$11M	Sell	270,387 -14,294	-5%	-$637K	0.28%	93
2022 Q1	$13.8M	Sell	284,681 -17,959	-6%	-$842K	0.3%	85
2021 Q4	$15.7M	Buy	+302,640	New	+$14.6M	0.31%	82

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

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

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

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

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

Congress Wealth Management's XLRE Position: Q2 2025 in Review

Congress Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 0.79% in Q2 2025, buying an estimated $304K and bringing the position to 945,399 shares worth $39.2M. The position accounts for 0.38% of the portfolio, ranked #51.

Congress Wealth Management first reported a position in XLRE in Q4 2021 and has held it in 15 quarters since. The position peaked at $42M in Q3 2024. 721 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Congress Wealth Management held 945,399 shares of State Street Real Estate Select Sector SPDR ETF worth $39.2M as of Q2 2025.
Congress Wealth Management bought 7,410 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $304K.
State Street Real Estate Select Sector SPDR ETF made up 0.38% of Congress Wealth Management's portfolio in Q2 2025, its #51 holding.
Congress Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $42M in Q3 2024.
721 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.