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IAG Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

IAG Wealth Partners’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
Q3 		– Sell
-44
Closed -$1.83K – 538
2025
Q2 		$1.83K Buy
+44
New +$1.81K ﹤0.01% 444
2023
Q4 		– Sell
-801
Closed -$27.3K – 470
2023
Q3 		$27.3K Sell
801
-250
-24% -$9.25K 0.01% 197
2023
Q2 		$39.6K Sell
1,051
-381
-27% -$14.1K 0.01% 175
2023
Q1 		$53.5K Sell
1,432
-474
-25% -$18.2K 0.01% 139
2022
Q4 		$70.4K Hold
1,906
– – 0.02% 117
2022
Q3 		$69K Sell
1,906
-2,911
-60% -$122K 0.02% 104
2022
Q2 		$197K Sell
4,817
-1,257
-21% -$56.1K 0.06% 67
2022
Q1 		$293K Sell
6,074
-547
-8% -$25.6K 0.09% 50
2021
Q4 		$343K Buy
6,621
+538
+9% +$25.9K 0.11% 48
2021
Q3 		$271K Sell
6,083
-112
-2% -$5.2K 0.1% 44
2021
Q2 		$275K Buy
6,195
+274
+5% +$11.7K 0.1% 43
2021
Q1 		$234K Buy
5,921
+252
+4% +$9.48K 0.09% 44
2020
Q4 		$208K Sell
5,669
-1,443
-20% -$52.4K 0.08% 52
2020
Q3 		$251K Sell
7,112
-2,943
-29% -$105K 0.12% 45
2020
Q2 		$351K Buy
+10,055
New +$340K 0.17% 40

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IAG Wealth Partners's XLRE Position: Q3 2025 in Review

IAG Wealth Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 44 shares — an estimated $1.83K sold.

IAG Wealth Partners first reported a position in XLRE in Q2 2020 and held it in 15 quarters. The position peaked at $351K in Q2 2020. 725 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

  • IAG Wealth Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 44 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $1.83K.
  • IAG Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and held it in 15 quarters.
  • IAG Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $351K in Q2 2020.
  • 725 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on IAG Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.