Gallagher Fiduciary Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Gallagher Fiduciary Advisors’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 Q3	–	Sell	-6,291	Closed	-$261K	–	352
2025 Q2	$261K	Sell	6,291 -227	-3%	-$9.32K	0.01%	275
2025 Q1	$273K	Buy	6,518 +19	+0.3%	+$791	0.01%	249
2024 Q4	$264K	Buy	6,499 +241	+4%	+$10.4K	0.05%	235
2024 Q3	$280K	Sell	6,258 -2,449	-28%	-$103K	0.06%	210
2024 Q2	$334K	Sell	8,707 -117	-1%	-$4.41K	0.08%	139
2024 Q1	$349K	Sell	8,824 -266	-3%	-$10.3K	0.01%	135
2023 Q4	$364K	Sell	9,090 -98	-1%	-$3.52K	0.01%	122
2023 Q3	$313K	Buy	9,188 +996	+12%	+$36.9K	0.03%	125
2023 Q2	$309K	Sell	8,192 -207	-2%	-$7.64K	0.02%	157
2023 Q1	$314K	Buy	+8,399	New	+$323K	0.03%	145

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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

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

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

Gallagher Fiduciary Advisors's XLRE Position: Q3 2025 in Review

Gallagher Fiduciary Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 6,291 shares — an estimated $261K sold.

Gallagher Fiduciary Advisors first reported a position in XLRE in Q1 2023 and held it in 10 quarters. The position peaked at $364K in Q4 2023. 725 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

Gallagher Fiduciary Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 6,291 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $261K.
Gallagher Fiduciary Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2023 and held it in 10 quarters.
Gallagher Fiduciary Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $364K in Q4 2023.
725 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.