CVA Family Office’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

CVA Family Office’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	-1,228	Closed	-$51.7K	–	1381
2025 Q3	$51.7K	Hold	1,228	–	–	0.01%	547
2025 Q2	$50.9K	Hold	1,228	–	–	0.01%	544
2025 Q1	$51.4K	Buy	1,228 +927	+308%	+$38.6K	0.01%	513
2024 Q4	$12.2K	Hold	301	–	–	﹤0.01%	758
2024 Q3	$13.4K	Buy	+301	New	+$12.7K	﹤0.01%	717
2022 Q1	–	Sell	-223	Closed	-$12K	–	1004
2021 Q4	$12K	Buy	+223	New	+$10.7K	﹤0.01%	618

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

Two Sigma Investments New York $138B AUM 41.87% 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

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

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

MAWA

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

CVA Family Office's XLRE Position: Q4 2025 in Review

CVA Family Office sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 1,228 shares — an estimated $51.7K sold.

CVA Family Office first reported a position in XLRE in Q4 2021 and held it in 6 quarters. The position peaked at $51.7K in Q3 2025. 779 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

CVA Family Office reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
CVA Family Office sold 1,228 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $51.7K.
CVA Family Office first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 6 quarters.
CVA Family Office's State Street Real Estate Select Sector SPDR ETF position peaked at $51.7K in Q3 2025.
779 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on CVA Family Office's 13F filing for Q4 2025, filed 12 Jan 2026.