Element Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Element Wealth’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	-95	Closed	-$3.86K	–	298
2024 Q4	$3.86K	Hold	95	–	–	﹤0.01%	271
2024 Q3	$4.24K	Sell	95 -30	-24%	-$1.26K	﹤0.01%	265
2024 Q2	$4.8K	Hold	125	–	–	﹤0.01%	263
2024 Q1	$4.94K	Hold	125	–	–	﹤0.01%	246
2023 Q4	$5.01K	Hold	125	–	–	﹤0.01%	237
2023 Q3	$4.26K	Hold	125	–	–	﹤0.01%	230
2023 Q2	$4.71K	Hold	125	–	–	﹤0.01%	220
2023 Q1	$4.67K	Buy	+125	New	+$4.8K	﹤0.01%	193

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Element Wealth's XLRE Position: Q1 2025 in Review

Element Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 95 shares — an estimated $3.86K sold.

Element Wealth first reported a position in XLRE in Q1 2023 and held it in 8 quarters. The position peaked at $5.01K in Q4 2023. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

Element Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 95 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $3.86K.
Element Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2023 and held it in 8 quarters.
Element Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $5.01K in Q4 2023.
743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.