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Heritage Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Heritage Wealth 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
Q1 		– Sell
-185
Closed -$7.52K – 650
2024
Q4 		$7.52K Buy
+185
New +$8.01K ﹤0.01% 465
2019
Q4 		– Sell
-740
Closed -$29K – 727
2019
Q3 		$29K Buy
+740
New +$28.4K ﹤0.01% 325

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Heritage Wealth Advisors's XLRE Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 185 shares — an estimated $7.52K sold.

Heritage Wealth Advisors first reported a position in XLRE in Q3 2019 and held it in 2 quarters. The position peaked at $29K in Q3 2019. 747 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 185 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $7.52K.
  • Heritage Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2019 and held it in 2 quarters.
  • Heritage Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $29K in Q3 2019.
  • 747 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.