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

Iyo Bank’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	-7,899	Closed	-$333K	–	44
2025 Q3	$333K	Hold	7,899	–	–	0.13%	38
2025 Q2	$327K	Sell	7,899 -15,797	-67%	-$649K	0.13%	39
2025 Q1	$992K	Buy	+23,696	New	+$987K	0.32%	44
2022 Q3	–	Sell	-125,000	Closed	-$5.11M	–	36
2022 Q2	$5.11M	Buy	+125,000	New	+$5.57M	1.7%	17
2022 Q1	–	Sell	-46,100	Closed	-$2.39M	–	41
2021 Q4	$2.39M	Buy	+46,100	New	+$2.22M	0.73%	32

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 $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MAWA

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

Iyo Bank's XLRE Position: Q4 2025 in Review

Iyo Bank sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 7,899 shares — an estimated $333K sold.

Iyo Bank first reported a position in XLRE in Q4 2021 and held it in 5 quarters. The position peaked at $5.11M in Q2 2022. 774 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Iyo Bank reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Iyo Bank sold 7,899 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $333K.
Iyo Bank first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
Iyo Bank's State Street Real Estate Select Sector SPDR ETF position peaked at $5.11M in Q2 2022.
774 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Iyo Bank's 13F filing for Q4 2025, filed 13 Feb 2026.