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Keebeck Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Keebeck Wealth Management’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
-6,015
Closed -$245K – 301
2024
Q4 		$245K Hold
6,015
– – 0.04% 236
2024
Q3 		$269K Sell
6,015
-317
-5% -$13.4K 0.04% 218
2024
Q2 		$243K Sell
6,332
-616
-9% -$23.2K 0.04% 235
2024
Q1 		$275K Sell
6,948
-554
-7% -$21.5K 0.04% 245
2023
Q4 		$301K Sell
7,502
-1,793
-19% -$64.4K 0.05% 225
2023
Q3 		$317K Sell
9,295
-4,310
-32% -$159K 0.06% 202
2023
Q2 		$513K Sell
13,605
-120
-0.9% -$4.43K 0.07% 179
2023
Q1 		$513K Sell
13,725
-67
-0.5% -$2.57K 0.08% 162
2022
Q4 		$509K Sell
13,792
-3,233
-19% -$119K 0.09% 153
2022
Q3 		$613K Sell
17,025
-6,325
-27% -$265K 0.12% 132
2022
Q2 		$954K Sell
23,350
-1,454
-6% -$64.8K 0.18% 117
2022
Q1 		$1.2M Buy
24,804
+4
+0% +$187 0.2% 105
2021
Q4 		$1.28M Buy
24,800
+5
+0% +$241 0.23% 94
2021
Q3 		$1.1M Buy
24,795
+4
+0% +$186 0.22% 99
2021
Q2 		$1.1M Buy
24,791
+2,663
+12% +$114K 0.16% 115
2021
Q1 		$874K Buy
22,128
+24
+0.1% +$903 0.14% 120
2020
Q4 		$808K Sell
22,104
-1,626
-7% -$59K 0.14% 116
2020
Q3 		$836K Sell
23,730
-1,324
-5% -$47.2K 0.17% 90
2020
Q2 		$872K Sell
25,054
-10,308
-29% -$348K 0.28% 74
2020
Q1 		$1.1M Sell
35,362
-5,302
-13% -$198K 0.46% 51
2019
Q4 		$1.57M Buy
+40,664
New +$1.57M 0.5% 49

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Keebeck Wealth Management's XLRE Position: Q1 2025 in Review

Keebeck Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 6,015 shares — an estimated $245K sold.

Keebeck Wealth Management first reported a position in XLRE in Q4 2019 and held it in 21 quarters. The position peaked at $1.57M in Q4 2019. 747 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

  • Keebeck Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Keebeck Wealth Management sold 6,015 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $245K.
  • Keebeck Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 21 quarters.
  • Keebeck Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $1.57M in Q4 2019.
  • 747 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Keebeck Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.