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GWSG
GPS Wealth Strategies Group’s
State Street Real Estate Select Sector SPDR ETF
XLRE
Stock Holding History
GPS Wealth Strategies Group’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
$11.1K
Sell
276
-1,490
-84%
-$61.3K
0.01%
376
2025
Q3
$74.4K
Sell
1,766
-56
-3%
-$2.34K
0.01%
575
2025
Q2
$75.5K
Sell
1,822
-1,775
-49%
-$72.9K
0.01%
537
2025
Q1
$151K
Sell
3,597
-371
-9%
-$15.5K
0.02%
366
2024
Q4
$161K
Sell
3,968
-360
-8%
-$15.6K
0.02%
335
2024
Q3
$193K
Sell
4,328
-58
-1%
-$2.44K
0.03%
311
2024
Q2
$168K
Sell
4,386
-81
-2%
-$3.05K
0.03%
300
2024
Q1
$177K
Sell
4,467
-233
-5%
-$9.06K
0.03%
273
2023
Q4
$188K
Sell
4,700
-653
-12%
-$23.4K
0.03%
249
2023
Q3
$182K
Sell
5,353
-1,005
-16%
-$37.2K
0.04%
258
2023
Q2
$240K
Sell
6,358
-2,318
-27%
-$85.5K
0.04%
224
2023
Q1
$324K
Sell
8,676
-2,132
-20%
-$81.9K
0.07%
181
2022
Q4
$399K
Sell
10,808
-12,567
-54%
-$464K
0.12%
85
2022
Q3
$842K
Buy
23,375
+3,358
+17%
+$141K
0.21%
84
2022
Q2
$818K
Buy
20,017
+20,005
+166,708%
+$892K
0.21%
82
2022
Q1
$1K
Hold
12
–
–
﹤0.01%
1022
2021
Q4
$1K
Hold
12
–
–
﹤0.01%
1045
2021
Q3
$1K
Hold
12
–
–
﹤0.01%
1010
2021
Q2
$1K
Hold
12
–
–
﹤0.01%
1020
2021
Q1
$0
Buy
+12
New
+$451
﹤0.01%
971
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
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
CCWM
Cassaday & Co Wealth Management
Mclean, Virginia
$4.69B AUM
20.56%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
MAWA
Moss Adams Wealth Advisors
Seattle, Washington
$1.37B AUM
19.97%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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