FAIM
XLRE icon

Financial Advocates Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-10,089
Closed -$418K – 612
2025
Q2 		$418K Sell
10,089
-12,118
-55% -$498K 0.03% 408
2025
Q1 		$929K Sell
22,207
-110,116
-83% -$4.59M 0.07% 291
2024
Q4 		$5.38M Sell
132,323
-3,366
-2% -$146K 0.31% 70
2024
Q3 		$6.06M Buy
135,689
+2,574
+2% +$108K 0.34% 64
2024
Q2 		$5.11M Buy
133,115
+64,915
+95% +$2.44M 0.32% 70
2024
Q1 		$3.44M Buy
68,200
+43,573
+177% +$1.69M 0.2% 117
2023
Q4 		$987K Sell
24,627
-5,464
-18% -$196K 0.06% 290
2023
Q3 		$1.03M Buy
30,091
+604
+2% +$22.4K 0.07% 265
2023
Q2 		$1.11M Sell
29,487
-3,590
-11% -$132K 0.08% 253
2023
Q1 		$1.24M Buy
33,077
+1,136
+4% +$43.6K 0.09% 248
2022
Q4 		$1.51M Buy
31,941
+9,975
+45% +$368K 0.11% 211
2022
Q3 		$793K Sell
21,966
-3,563
-14% -$149K 0.07% 303
2022
Q2 		$1.04M Sell
25,529
-602
-2% -$26.8K 0.08% 261
2022
Q1 		$1.26M Buy
26,131
+14,631
+127% +$686K 0.08% 257
2021
Q4 		$596K Buy
11,500
+6,149
+115% +$296K 0.04% 440
2021
Q3 		$238K Buy
5,351
+2,040
+62% +$94.8K 0.02% 664
2021
Q2 		$240K Sell
3,311
-8,844
-73% -$379K 0.02% 658
2021
Q1 		$480K Sell
12,155
-266,212
-96% -$10M 0.03% 491
2020
Q4 		$10.2M Buy
+278,367
New +$10.1M 0.7% 27
2020
Q3 		– Sell
-8,259
Closed -$217K – 692
2020
Q2 		$217K Buy
+8,259
New +$279K 0.02% 543
2019
Q4 		– Sell
-1,005
Closed -$229K – 538
2019
Q3 		$229K Buy
+1,005
New +$38.6K 0.03% 437

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 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 $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Advocates Investment Management's XLRE Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 10,089 shares — an estimated $418K sold.

Financial Advocates Investment Management first reported a position in XLRE in Q3 2019 and held it in 21 quarters. The position peaked at $10.2M in Q4 2020. 725 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,089 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $418K.
  • Financial Advocates Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2019 and held it in 21 quarters.
  • Financial Advocates Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $10.2M in Q4 2020.
  • 725 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.