Global Financial Private Client’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Global Financial Private Client’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	-10,195	Closed	-$427K	–	1629
2025 Q1	$427K	Sell	10,195 -352	-3%	-$14.7K	0.16%	141
2024 Q4	$429K	Buy	10,547 +3,657	+53%	+$158K	0.16%	143
2024 Q3	$308K	Buy	6,890 +6,745	+4,652%	+$284K	0.12%	164
2024 Q2	$5.57K	Hold	145	–	–	﹤0.01%	495
2024 Q1	$5.63K	Hold	145	–	–	﹤0.01%	512
2023 Q4	$5.81K	Hold	145	–	–	﹤0.01%	502
2023 Q3	$4.85K	Hold	145	–	–	﹤0.01%	501
2023 Q2	$5.51K	Hold	145	–	–	﹤0.01%	494
2023 Q1	$5.37K	Hold	145	–	–	﹤0.01%	501
2022 Q4	$5.36K	Hold	145	–	–	﹤0.01%	481
2022 Q3	$5.32K	Hold	145	–	–	﹤0.01%	463
2022 Q2	$6.03K	Hold	145	–	–	﹤0.01%	446
2022 Q1	$7.15K	Hold	145	–	–	﹤0.01%	441
2021 Q4	$7.51K	Buy	+145	New	+$6.98K	﹤0.01%	419
2020 Q4	–	Sell	-197	Closed	-$7.06K	–	598
2020 Q3	$7.06K	Sell	197 -19	-9%	-$677	0.01%	325
2020 Q2	$7.72K	Sell	216 -610	-74%	-$20.6K	0.01%	360
2020 Q1	$24.1K	Hold	826	–	–	0.03%	290
2019 Q4	$31.9K	Buy	+826	New	+$32K	0.03%	290

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

Global Financial Private Client's XLRE Position: Q2 2025 in Review

Global Financial Private Client sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 10,195 shares — an estimated $427K sold.

Global Financial Private Client first reported a position in XLRE in Q4 2019 and held it in 18 quarters. The position peaked at $429K in Q4 2024. 721 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Global Financial Private Client reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 10,195 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $427K.
Global Financial Private Client first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 18 quarters.
Global Financial Private Client's State Street Real Estate Select Sector SPDR ETF position peaked at $429K in Q4 2024.
721 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.