Forefront Analytics’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Forefront Analytics’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 Q1	–	Sell	-12,735	Closed	-$518K	–	66
2024 Q4	$518K	Sell	12,735 -9,631	-43%	-$417K	0.24%	39
2024 Q3	$999K	Buy	22,366 +154	+0.7%	+$6.49K	0.47%	37
2024 Q2	$853K	Sell	22,212 -1,900	-8%	-$71.6K	0.41%	39
2024 Q1	$953K	Sell	24,112 -3,947	-14%	-$154K	0.46%	39
2023 Q4	$1.12M	Buy	28,059 +293	+1%	+$10.5K	0.55%	34
2023 Q3	$946K	Buy	27,766 +229	+0.8%	+$8.47K	0.54%	35
2023 Q2	$1.04M	Buy	27,537 +272	+1%	+$10K	0.59%	34
2023 Q1	$1.02M	Sell	27,265 -1,976	-7%	-$75.9K	0.53%	35
2022 Q4	$1.08M	Buy	+29,241	New	+$1.08M	0.58%	33

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Forefront Analytics's XLRE Position: Q1 2025 in Review

Forefront Analytics sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 12,735 shares — an estimated $518K sold.

Forefront Analytics first reported a position in XLRE in Q4 2022 and held it in 9 quarters. The position peaked at $1.12M in Q4 2023. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

Forefront Analytics reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Forefront Analytics sold 12,735 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $518K.
Forefront Analytics first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
Forefront Analytics's State Street Real Estate Select Sector SPDR ETF position peaked at $1.12M in Q4 2023.
743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Forefront Analytics's 13F filing for Q1 2025, filed 13 May 2025.