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Financial Counselors Inc’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Financial Counselors Inc’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
-6,245
Closed -$261K – 563
2025
Q1 		$261K Buy
6,245
+1,289
+26% +$53.7K ﹤0.01% 531
2024
Q4 		$202K Sell
4,956
-343
-6% -$14.8K ﹤0.01% 567
2024
Q3 		$237K Sell
5,299
-60
-1% -$2.53K ﹤0.01% 541
2024
Q2 		$206K Hold
5,359
– – ﹤0.01% 541
2024
Q1 		$212K Sell
5,359
-109
-2% -$4.24K ﹤0.01% 548
2023
Q4 		$219K Buy
+5,468
New +$196K ﹤0.01% 539
2021
Q3 		– Sell
-5,997
Closed -$266K – 556
2021
Q2 		$266K Sell
5,997
-54
-0.9% -$2.31K 0.01% 475
2021
Q1 		$239K Sell
6,051
-333
-5% -$12.5K 0.01% 487
2020
Q4 		$233K Sell
6,384
-293
-4% -$10.6K 0.01% 485
2020
Q3 		$235K Sell
6,677
-584
-8% -$20.8K 0.01% 444
2020
Q2 		$253K Buy
7,261
+431
+6% +$14.6K 0.01% 443
2020
Q1 		$212K Buy
6,830
+401
+6% +$15K 0.01% 424
2019
Q4 		$249K Sell
6,429
-13
-0.2% -$503 0.01% 471
2019
Q3 		$253K Sell
6,442
-341
-5% -$13.1K 0.01% 451
2019
Q2 		$249K Sell
6,783
-4
-0.1% -$146 0.01% 442
2019
Q1 		$246K Buy
+6,787
New +$232K 0.01% 445
2018
Q2 		– Sell
-6,979
Closed -$217K – 513
2018
Q1 		$217K Sell
6,979
-523
-7% -$16.2K 0.01% 442
2017
Q4 		$247K Sell
7,502
-255
-3% -$8.41K 0.01% 428
2017
Q3 		$250K Buy
7,757
+203
+3% +$6.59K 0.01% 428
2017
Q2 		$243K Sell
7,554
-1,393
-16% -$44.6K 0.01% 435
2017
Q1 		$283K Sell
8,947
-2,335
-21% -$72.8K 0.01% 420
2016
Q4 		$347K Buy
+11,282
New +$345K 0.02% 368

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $4.69B AUM 20.56% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Counselors Inc's XLRE Position: Q2 2025 in Review

Financial Counselors Inc sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 6,245 shares — an estimated $261K sold.

Financial Counselors Inc first reported a position in XLRE in Q4 2016 and held it in 22 quarters. The position peaked at $347K in Q4 2016. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

  • Financial Counselors Inc reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 6,245 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $261K.
  • Financial Counselors Inc first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and held it in 22 quarters.
  • Financial Counselors Inc's State Street Real Estate Select Sector SPDR ETF position peaked at $347K in Q4 2016.
  • 720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.