J. Goldman & Co’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

J. Goldman & Co’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	-9,961	Closed	-$420K	–	764
2025 Q3	$420K	Buy	9,961 +1,875	+23%	+$78.4K	0.01%	392
2025 Q2	$335K	Buy	+8,086	New	+$332K	0.01%	400
2024 Q4	–	Sell	-24,395	Closed	-$1.09M	–	658
2024 Q3	$1.09M	Buy	+24,395	New	+$1.03M	0.03%	286
2024 Q2	–	Sell	-18,750	Closed	-$741K	–	613
2024 Q1	$741K	Buy	+18,750	New	+$729K	0.02%	294

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

J. Goldman & Co's XLRE Position: Q4 2025 in Review

J. Goldman & Co sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 9,961 shares — an estimated $420K sold.

J. Goldman & Co first reported a position in XLRE in Q1 2024 and held it in 4 quarters. The position peaked at $1.09M in Q3 2024. 779 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

J. Goldman & Co reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
J. Goldman & Co sold 9,961 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $420K.
J. Goldman & Co first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and held it in 4 quarters.
J. Goldman & Co's State Street Real Estate Select Sector SPDR ETF position peaked at $1.09M in Q3 2024.
779 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on J. Goldman & Co's 13F filing for Q4 2025, filed 17 Feb 2026.