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

Freedom 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 Q4	–	Sell	-12,266	Closed	-$517K	–	147
2025 Q3	$517K	Sell	12,266 -17,109	-58%	-$716K	0.14%	73
2025 Q2	$1.22M	Buy	29,375 +10,653	+57%	+$437K	0.1%	197
2025 Q1	$784K	Sell	18,722 -2,002	-10%	-$83.4K	0.07%	306
2024 Q4	$843K	Sell	20,724 -9,605	-32%	-$416K	0.07%	285
2024 Q3	$1.35M	Buy	30,329 +10,851	+56%	+$457K	0.11%	175
2024 Q2	$748K	Sell	19,478 -7,504	-28%	-$283K	0.06%	312
2024 Q1	$1.07M	Buy	26,982 +17,784	+193%	+$692K	0.09%	225
2023 Q4	$368K	Buy	9,198 +354	+4%	+$12.7K	0.03%	523
2023 Q3	$301K	Buy	+8,844	New	+$327K	0.04%	499
2022 Q2	–	Sell	-13,150	Closed	-$635K	–	849
2022 Q1	$635K	Sell	13,150 -4,687	-26%	-$220K	0.06%	405
2021 Q4	$924K	Buy	+17,837	New	+$858K	0.07%	372
2021 Q2	–	Sell	-21,440	Closed	-$847K	–	918
2021 Q1	$847K	Buy	+21,440	New	+$806K	0.07%	349

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MAWA

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

Freedom Investment Management's XLRE Position: Q4 2025 in Review

Freedom Investment Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 12,266 shares — an estimated $517K sold.

Freedom Investment Management first reported a position in XLRE in Q1 2021 and held it in 12 quarters. The position peaked at $1.35M in Q3 2024. 775 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Freedom Investment Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Freedom Investment Management sold 12,266 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $517K.
Freedom Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and held it in 12 quarters.
Freedom Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $1.35M in Q3 2024.
775 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Freedom Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.