Cornerstone Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Cornerstone Advisors’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 Q4	–	Sell	-659,700	Closed	-$27.8M	–	271
2025 Q3	$27.8M	Sell	659,700 -27,400	-4%	-$1.15M	0.92%	25
2025 Q2	$28.5M	Sell	687,100 -1,800	-0.3%	-$73.9K	0.98%	21
2025 Q1	$28.8M	Sell	688,900 -2,800	-0.4%	-$117K	1.24%	16
2024 Q4	$28.1M	Sell	691,700 -95,000	-12%	-$4.11M	1.12%	18
2024 Q3	$35.1M	Buy	786,700 +197,800	+34%	+$8.33M	1.39%	13
2024 Q2	$22.6M	Buy	588,900 +405,700	+221%	+$15.3M	0.92%	25
2024 Q1	$7.24M	Buy	+183,200	New	+$7.13M	0.3%	89

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Cornerstone Advisors's XLRE Position: Q4 2025 in Review

Cornerstone Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 659,700 shares — an estimated $27.8M sold.

Cornerstone Advisors first reported a position in XLRE in Q1 2024 and held it in 7 quarters. The position peaked at $35.1M in Q3 2024. 775 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Cornerstone Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Cornerstone Advisors sold 659,700 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $27.8M.
Cornerstone Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and held it in 7 quarters.
Cornerstone Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $35.1M in Q3 2024.
775 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.