IMPACTfolio’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

IMPACTfolio’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	-56,673	Closed	-$2.3M	–	51
2024 Q4	$2.3M	Buy	+56,673	New	+$2.45M	1.2%	13
2022 Q4	–	Sell	-50,197	Closed	-$1.81M	–	51
2022 Q3	$1.81M	Buy	50,197 +109	+0.2%	+$4.57K	1.76%	13
2022 Q2	$2.05M	Buy	50,088 +3,072	+7%	+$137K	1.93%	11
2022 Q1	$2.27M	Buy	+47,016	New	+$2.2M	1.69%	12

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

IMPACTfolio's XLRE Position: Q1 2025 in Review

IMPACTfolio sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 56,673 shares — an estimated $2.3M sold.

IMPACTfolio first reported a position in XLRE in Q1 2022 and held it in 4 quarters. The position peaked at $2.3M in Q4 2024. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

IMPACTfolio reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
IMPACTfolio sold 56,673 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $2.3M.
IMPACTfolio first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
IMPACTfolio's State Street Real Estate Select Sector SPDR ETF position peaked at $2.3M in Q4 2024.
743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on IMPACTfolio's 13F filing for Q1 2025, filed 25 Apr 2025.