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

Financial Management Professionals’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	-528	Closed	-$22.1K	–	1084
2025 Q1	$22.1K	Hold	528	–	–	﹤0.01%	408
2024 Q4	$21.5K	Hold	528	–	–	﹤0.01%	398
2024 Q3	$24K	Buy	+528	New	+$22.2K	﹤0.01%	393
2020 Q1	–	Sell	-62	Closed	-$2K	–	378
2019 Q4	$2K	Buy	+62	New	+$2.4K	﹤0.01%	292

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

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

Financial Management Professionals's XLRE Position: Q2 2025 in Review

Financial Management Professionals sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 528 shares — an estimated $22.1K sold.

Financial Management Professionals first reported a position in XLRE in Q4 2019 and held it in 4 quarters. The position peaked at $24K in Q3 2024. 722 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Financial Management Professionals reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Financial Management Professionals sold 528 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $22.1K.
Financial Management Professionals first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 4 quarters.
Financial Management Professionals's State Street Real Estate Select Sector SPDR ETF position peaked at $24K in Q3 2024.
722 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Financial Management Professionals's 13F filing for Q2 2025, filed 15 Jul 2025.