Glass Jacobson Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Glass Jacobson Investment 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 Q2	–	Sell	-13,702	Closed	-$557K	–	871
2025 Q1	$557K	Hold	13,702	–	–	0.18%	133
2024 Q4	$557K	Buy	13,702 +242	+2%	+$10.5K	0.18%	133
2024 Q3	$601K	Sell	13,460 -370	-3%	-$15.6K	0.2%	125
2024 Q2	$531K	Buy	13,830 +675	+5%	+$25.4K	0.19%	123
2024 Q1	$520K	Sell	13,155 -1,205	-8%	-$46.9K	0.2%	124
2023 Q4	$575K	Hold	14,360	–	–	0.23%	111
2023 Q3	$489K	Sell	14,360 -200	-1%	-$7.4K	0.22%	120
2023 Q2	$549K	Buy	+14,560	New	+$537K	0.25%	112
2022 Q4	$567K	Buy	+15,360	New	+$567K	0.28%	105

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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

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

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

Glass Jacobson Investment Advisors's XLRE Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 13,702 shares — an estimated $557K sold.

Glass Jacobson Investment Advisors first reported a position in XLRE in Q4 2022 and held it in 9 quarters. The position peaked at $601K in Q3 2024. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 13,702 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $557K.
Glass Jacobson Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $601K in Q3 2024.
720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.