JEST
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JTC Employer Solutions Trustee’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

JTC Employer Solutions Trustee’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
-125
Closed -$5K – 327
2025
Q2 		$5K Hold
125
– – ﹤0.01% 287
2025
Q1 		$5K Hold
125
– – ﹤0.01% 296
2024
Q4 		$5K Hold
125
– – ﹤0.01% 304
2024
Q3 		$6K Hold
125
– – ﹤0.01% 308
2024
Q2 		$5K Hold
125
– – ﹤0.01% 311
2024
Q1 		$5K Hold
125
– – ﹤0.01% 322
2023
Q4 		$5K Hold
125
– – ﹤0.01% 327
2023
Q3 		$4K Hold
125
– – ﹤0.01% 336
2023
Q2 		$5K Hold
125
– – ﹤0.01% 340
2023
Q1 		$5K Hold
125
– – ﹤0.01% 348
2022
Q4 		$5K Buy
+125
New +$4.61K ﹤0.01% 370

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return