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Contravisory Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Contravisory Investment 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
Q3 		– Sell
-9,416
Closed -$390K – 430
2025
Q2 		$390K Sell
9,416
-4,027
-30% -$165K 0.08% 183
2025
Q1 		$563K Sell
13,443
-3,977
-23% -$166K 0.12% 122
2024
Q4 		$708K Buy
17,420
+5,395
+45% +$233K 0.15% 88
2024
Q3 		$537K Buy
12,025
+7,744
+181% +$326K 0.11% 121
2024
Q2 		$164K Buy
4,281
+625
+17% +$23.5K 0.04% 219
2024
Q1 		$145K Buy
+3,656
New +$142K 0.03% 222
2022
Q4 		– Sell
-2,134
Closed -$77K – 341
2022
Q3 		$77K Sell
2,134
-3,459
-62% -$145K 0.03% 222
2022
Q2 		$229K Sell
5,593
-2,388
-30% -$106K 0.07% 166
2022
Q1 		$386K Buy
7,981
+351
+5% +$16.5K 0.11% 123
2021
Q4 		$395K Buy
7,630
+5,474
+254% +$263K 0.11% 147
2021
Q3 		$96K Buy
2,156
+33
+2% +$1.53K 0.03% 210
2021
Q2 		$94K Buy
+2,123
New +$91K 0.03% 205
2020
Q2 		– Sell
-7,816
Closed -$242K – 337
2020
Q1 		$242K Sell
7,816
-295
-4% -$11K 0.11% 107
2019
Q4 		$314K Buy
8,111
+333
+4% +$12.9K 0.11% 118
2019
Q3 		$306K Sell
7,778
-118
-1% -$4.53K 0.12% 112
2019
Q2 		$290K Buy
7,896
+1,049
+15% +$38.3K 0.11% 123
2019
Q1 		$248K Buy
6,847
+166
+2% +$5.66K 0.1% 132
2018
Q4 		$207K Buy
+6,681
New +$217K 0.09% 136
2017
Q2 		– Sell
-1
Closed – – 271
2017
Q1 		$0 Sell
1
-586
-100% -$18.3K ﹤0.01% 343
2016
Q4 		$18K Sell
587
-746
-56% -$22.8K 0.01% 189
2016
Q3 		$44K Buy
+1,333
New +$44.7K 0.01% 108

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Contravisory Investment Management's XLRE Position: Q3 2025 in Review

Contravisory Investment Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 9,416 shares — an estimated $390K sold.

Contravisory Investment Management first reported a position in XLRE in Q3 2016 and held it in 21 quarters. The position peaked at $708K in Q4 2024. 726 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

  • Contravisory Investment Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 9,416 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $390K.
  • Contravisory Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 21 quarters.
  • Contravisory Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $708K in Q4 2024.
  • 726 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on Contravisory Investment Management's 13F filing for Q3 2025, filed 9 Oct 2025.