DLCIG
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D.L. Carlson Investment Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

D.L. Carlson Investment 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
Q1 		– Sell
-17,645
Closed -$718K – 155
2024
Q4 		$718K Sell
17,645
-676
-4% -$29.3K 0.13% 102
2024
Q3 		$818K Buy
18,321
+12,773
+230% +$538K 0.15% 102
2024
Q2 		$213K Sell
5,548
-19
-0.3% -$716 0.04% 132
2024
Q1 		$220K Sell
5,567
-6,787
-55% -$264K 0.04% 132
2023
Q4 		$479K Buy
+12,354
New +$444K 0.1% 111
2022
Q4 		– Sell
-13,370
Closed -$481K – 135
2022
Q3 		$481K Sell
13,370
-63
-0.5% -$2.64K 0.1% 100
2022
Q2 		$549K Buy
13,433
+30
+0.2% +$1.34K 0.12% 98
2022
Q1 		$648K Buy
13,403
+304
+2% +$14.3K 0.11% 99
2021
Q4 		$679K Buy
13,099
+313
+2% +$15.1K 0.11% 99
2021
Q3 		$568K Buy
12,786
+412
+3% +$19.1K 0.1% 102
2021
Q2 		$549K Buy
12,374
+529
+4% +$22.7K 0.1% 104
2021
Q1 		$468K Buy
+11,845
New +$445K 0.09% 112
2016
Q4 		– Sell
-7,189
Closed -$236K – 140
2016
Q3 		$236K Buy
+7,189
New +$241K 0.08% 123

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

D.L. Carlson Investment Group's XLRE Position: Q1 2025 in Review

D.L. Carlson Investment Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 17,645 shares — an estimated $718K sold.

D.L. Carlson Investment Group first reported a position in XLRE in Q3 2016 and held it in 13 quarters. The position peaked at $818K in Q3 2024. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

  • D.L. Carlson Investment Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 17,645 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $718K.
  • D.L. Carlson Investment Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 13 quarters.
  • D.L. Carlson Investment Group's State Street Real Estate Select Sector SPDR ETF position peaked at $818K in Q3 2024.
  • 743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2025, filed 14 May 2025.