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

Financial Gravity Asset 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 Q4	–	Sell	-213	Closed	-$8.97K	–	947
2025 Q3	$8.97K	Buy	+213	New	+$8.91K	﹤0.01%	589
2024 Q2	–	Sell	-175	Closed	-$6.91K	–	1808
2024 Q1	$6.91K	Sell	175 -68	-28%	-$2.65K	﹤0.01%	529
2023 Q4	$9.7K	Buy	+243	New	+$8.73K	﹤0.01%	494
2021 Q3	$44K	Hold	78	–	–	0.02%	618
2021 Q2	$44K	Buy	+78	New	+$3.34K	0.02%	613
2019 Q4	–	Sell	-195	Closed	-$8K	–	1722
2019 Q3	$8K	Sell	195 -1,445	-88%	-$55.4K	0.01%	648
2019 Q2	$60K	Sell	1,640 -2,847	-63%	-$104K	0.05%	298
2019 Q1	$162K	Buy	+4,487	New	+$153K	0.13%	160

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Financial Gravity Asset Management's XLRE Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 213 shares — an estimated $8.97K sold.

Financial Gravity Asset Management first reported a position in XLRE in Q1 2019 and held it in 8 quarters. The position peaked at $162K in Q1 2019. 777 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Financial Gravity Asset Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 213 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $8.97K.
Financial Gravity Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and held it in 8 quarters.
Financial Gravity Asset Management's State Street Real Estate Select Sector SPDR ETF position peaked at $162K in Q1 2019.
777 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.