EWM
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EPG Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

EPG Wealth Management’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
Q2 		– Sell
-355
Closed -$14.8K – 421
2025
Q1 		$14.8K Buy
355
+3
+0.9% +$125 ﹤0.01% 351
2024
Q4 		$14.3K Buy
352
+3
+0.9% +$130 ﹤0.01% 356
2024
Q3 		$15.6K Buy
+349
New +$14.7K ﹤0.01% 356
2024
Q2 		– Sell
-343
Closed -$12.9K – 382
2024
Q1 		$13.6K Buy
343
+3
+0.9% +$117 ﹤0.01% 377
2023
Q4 		$12.8K Buy
340
+3
+0.9% +$108 ﹤0.01% 363
2023
Q3 		$11.5K Buy
337
+3
+0.9% +$111 ﹤0.01% 357
2023
Q2 		$12.6K Sell
334
-2,271
-87% -$83.8K ﹤0.01% 346
2023
Q1 		$97.4K Sell
2,605
-48
-2% -$1.84K 0.03% 265
2022
Q4 		$98K Buy
2,653
+5
+0.2% +$185 0.04% 235
2022
Q3 		$95K Buy
+2,648
New +$111K 0.04% 230
2022
Q2 		– Sell
-3,534
Closed -$171K – 402
2022
Q1 		$171K Buy
3,534
+7
+0.2% +$328 0.06% 242
2021
Q4 		$183K Buy
3,527
+10
+0.3% +$481 0.06% 234
2021
Q3 		$156K Buy
+3,517
New +$163K 0.06% 224
2020
Q2 		– Sell
-3,332
Closed -$103K – 794
2020
Q1 		$103K Buy
3,332
+3,260
+4,528% +$122K 0.08% 173
2019
Q4 		$3K Buy
+72
New +$2.79K ﹤0.01% 585

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
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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EPG Wealth Management's XLRE Position: Q2 2025 in Review

EPG Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 355 shares — an estimated $14.8K sold.

EPG Wealth Management first reported a position in XLRE in Q4 2019 and held it in 15 quarters. The position peaked at $183K in Q4 2021. 721 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

  • EPG Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 355 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $14.8K.
  • EPG Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 15 quarters.
  • EPG Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $183K in Q4 2021.
  • 721 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.