Hopwood Financial Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Hopwood Financial Services’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	-124	Closed	-$5.22K	–	301
2025 Q3	$5.22K	Hold	124	–	–	﹤0.01%	274
2025 Q2	$5.14K	Hold	124	–	–	﹤0.01%	255
2025 Q1	$5.19K	Hold	124	–	–	﹤0.01%	262
2024 Q4	$5.04K	Buy	+124	New	+$5.37K	﹤0.01%	270

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

Two Sigma Investments New York $138B AUM 41.87% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Hopwood Financial Services's XLRE Position: Q4 2025 in Review

Hopwood Financial Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 124 shares — an estimated $5.22K sold.

Hopwood Financial Services first reported a position in XLRE in Q4 2024 and held it in 4 quarters. The position peaked at $5.22K in Q3 2025. 779 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Hopwood Financial Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Hopwood Financial Services sold 124 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $5.22K.
Hopwood Financial Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
Hopwood Financial Services's State Street Real Estate Select Sector SPDR ETF position peaked at $5.22K in Q3 2025.
779 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.