Good Life Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Good Life 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	$1.63M	Sell	39,434 -2,016	-5%	-$82.8K	0.1%	161
2025 Q1	$1.73M	Sell	41,450 -1,335	-3%	-$55.6K	0.12%	146
2024 Q4	$1.74M	Sell	42,785 -347	-0.8%	-$15K	0.13%	139
2024 Q3	$1.93M	Sell	43,132 -1,785	-4%	-$75.2K	0.12%	144
2024 Q2	$1.73M	Buy	44,917 +3,623	+9%	+$136K	0.14%	130
2024 Q1	$1.63M	Buy	41,294 +862	+2%	+$33.5K	0.14%	122
2023 Q4	$1.62M	Sell	40,432 -2,517	-6%	-$90.4K	0.16%	120
2023 Q3	$1.46M	Buy	42,949 +1,436	+3%	+$53.1K	0.17%	117
2023 Q2	$1.56M	Buy	41,513 +186	+0.5%	+$6.86K	0.18%	110
2023 Q1	$1.54M	Buy	41,327 +929	+2%	+$35.7K	0.2%	105
2022 Q4	$1.49M	Buy	40,398 +456	+1%	+$16.8K	0.21%	107
2022 Q3	$1.44M	Buy	+39,942	New	+$1.67M	0.21%	95
2022 Q2	–	Sell	-8,932	Closed	-$432K	–	408
2022 Q1	$432K	Sell	8,932 -2,208	-20%	-$103K	0.05%	229
2021 Q4	$577K	Buy	11,140 +537	+5%	+$25.8K	0.07%	191
2021 Q3	$471K	Buy	+10,603	New	+$493K	0.06%	206

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

Good Life Advisors's XLRE Position: Q2 2025 in Review

Good Life Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 4.9% in Q2 2025, selling an estimated $82.8K and leaving 39,434 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #161.

Good Life Advisors first reported a position in XLRE in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.93M in Q3 2024. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Good Life Advisors held 39,434 shares of State Street Real Estate Select Sector SPDR ETF worth $1.63M as of Q2 2025.
Good Life Advisors sold 2,016 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $82.8K.
State Street Real Estate Select Sector SPDR ETF made up 0.1% of Good Life Advisors's portfolio in Q2 2025, its #161 holding.
Good Life Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and has held it in 15 quarters since.
Good Life Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.93M 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 Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.