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 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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

JTC Employer Solutions Trustee's XLRE Position: Q3 2025 in Review

JTC Employer Solutions Trustee sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 125 shares — an estimated $5K sold.

JTC Employer Solutions Trustee first reported a position in XLRE in Q4 2022 and held it in 11 quarters. The position peaked at $6K in Q3 2024. 726 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

JTC Employer Solutions Trustee reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
JTC Employer Solutions Trustee sold 125 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $5K.
JTC Employer Solutions Trustee first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 11 quarters.
JTC Employer Solutions Trustee's State Street Real Estate Select Sector SPDR ETF position peaked at $6K in Q3 2024.
726 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on JTC Employer Solutions Trustee's 13F filing for Q3 2025, filed 23 Oct 2025.