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Global Trust Asset Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Global Trust Asset 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
-2,100
Closed -$88.5K – 547
2025
Q3 		$88.5K Buy
2,100
+1,600
+320% +$66.9K 0.04% 240
2025
Q2 		$20.7K Hold
500
– – 0.01% 330
2025
Q1 		$20.9K Sell
500
-3,560
-88% -$148K 0.01% 305
2024
Q4 		$165K Sell
4,060
-2,084
-34% -$90.2K 0.06% 185
2024
Q3 		$274K Buy
6,144
+4,100
+201% +$173K 0.1% 147
2024
Q2 		$78.5K Hold
2,044
– – 0.03% 236
2024
Q1 		$80.8K Sell
2,044
-350
-15% -$13.6K 0.03% 237
2023
Q4 		$95.9K Sell
2,394
-688
-22% -$24.7K 0.04% 204
2023
Q3 		$105K Hold
3,082
– – 0.05% 186
2023
Q2 		$116K Hold
3,082
– – 0.05% 176
2023
Q1 		$115K Hold
3,082
– – 0.06% 181
2022
Q4 		$114K Sell
3,082
-1,145
-27% -$42.3K 0.06% 169
2022
Q3 		$152K Hold
4,227
– – 0.08% 155
2022
Q2 		$173K Buy
4,227
+654
+18% +$29.2K 0.09% 156
2022
Q1 		$173K Sell
3,573
-12,672
-78% -$594K 0.07% 186
2021
Q4 		$842K Buy
16,245
+5,485
+51% +$264K 0.33% 72
2021
Q3 		$478K Buy
10,760
+5,913
+122% +$275K 0.21% 101
2021
Q2 		$215K Buy
4,847
+2,757
+132% +$118K 0.1% 162
2021
Q1 		$83K Buy
2,090
+300
+17% +$11.3K 0.05% 201
2020
Q4 		$65K Buy
1,790
+1,379
+336% +$50K 0.04% 219
2020
Q3 		$15K Hold
411
– – 0.01% 249
2020
Q2 		$14K Buy
411
+1
+0.2% +$34 0.01% 231
2020
Q1 		$13K Sell
410
-7,957
-95% -$297K 0.01% 250
2019
Q4 		$324K Sell
8,367
-15,479
-65% -$599K 0.2% 123
2019
Q3 		$938K Buy
23,846
+4,684
+24% +$180K 0.62% 49
2019
Q2 		$705K Buy
19,162
+5,384
+39% +$197K 0.47% 68
2019
Q1 		$499K Buy
13,778
+7,458
+118% +$254K 0.37% 89
2018
Q4 		$196K Buy
6,320
+5,538
+708% +$179K 0.17% 122
2018
Q3 		$26K Sell
782
-4,718
-86% -$157K 0.02% 253
2018
Q2 		$180K Buy
+5,500
New +$172K 0.14% 140

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
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

Global Trust Asset Management's XLRE Position: Q4 2025 in Review

Global Trust Asset Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 2,100 shares — an estimated $88.5K sold.

Global Trust Asset Management first reported a position in XLRE in Q2 2018 and held it in 30 quarters. The position peaked at $938K in Q3 2019. 774 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

  • Global Trust Asset Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Global Trust Asset Management sold 2,100 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $88.5K.
  • Global Trust Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and held it in 30 quarters.
  • Global Trust Asset Management's State Street Real Estate Select Sector SPDR ETF position peaked at $938K in Q3 2019.
  • 774 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Global Trust Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.