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Csenge Advisory Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Csenge Advisory Group’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
-6,704
Closed -$280K – 785
2025
Q2 		$280K Sell
6,704
-707
-10% -$29K 0.01% 569
2025
Q1 		$300K Sell
7,411
-1,772
-19% -$73.8K 0.02% 533
2024
Q4 		$373K Sell
9,183
-1,033
-10% -$44.7K 0.02% 502
2024
Q3 		$444K Buy
+10,216
New +$430K 0.02% 452
2024
Q1 		– Sell
-7,757
Closed -$311K – 749
2023
Q4 		$311K Buy
+7,757
New +$279K 0.02% 513
2022
Q4 		– Sell
-13,874
Closed -$500K – 675
2022
Q3 		$500K Sell
13,874
-154
-1% -$6.45K 0.04% 339
2022
Q2 		$573K Sell
14,028
-36,060
-72% -$1.61M 0.05% 320
2022
Q1 		$2.42M Buy
+50,088
New +$2.35M 0.19% 99
2021
Q4 		– Sell
-5,188
Closed -$233K – 618
2021
Q3 		$233K Buy
+5,188
New +$241K 0.02% 519
2020
Q2 		– Sell
-55,163
Closed -$1.71M – 425
2020
Q1 		$1.71M Sell
55,163
-16,051
-23% -$599K 0.45% 48
2019
Q4 		$2.75M Buy
71,214
+12,052
+20% +$466K 0.7% 28
2019
Q3 		$2.33M Buy
59,162
+13,703
+30% +$526K 0.64% 30
2019
Q2 		$1.67M Buy
+45,459
New +$1.66M 0.57% 37
2018
Q4 		– Sell
-41
Closed -$1K – 1526
2018
Q3 		$1K Buy
+41
New +$1.36K ﹤0.01% 953

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

Csenge Advisory Group's XLRE Position: Q3 2025 in Review

Csenge Advisory Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 6,704 shares — an estimated $280K sold.

Csenge Advisory Group first reported a position in XLRE in Q3 2018 and held it in 14 quarters. The position peaked at $2.75M in Q4 2019. 725 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

  • Csenge Advisory Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 6,704 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $280K.
  • Csenge Advisory Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2018 and held it in 14 quarters.
  • Csenge Advisory Group's State Street Real Estate Select Sector SPDR ETF position peaked at $2.75M in Q4 2019.
  • 725 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.