Keystone Financial Group (Kentucky)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Keystone Financial Group (Kentucky)’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	-4,401	Closed	-$185K	–	485
2025 Q3	$185K	Buy	+4,401	New	+$184K	0.01%	403
2023 Q3	–	Sell	-5,391	Closed	-$203K	–	319
2023 Q2	$203K	Buy	+5,391	New	+$199K	0.03%	284
2022 Q3	–	Sell	-4,907	Closed	-$200K	–	305
2022 Q2	$200K	Sell	4,907 -145	-3%	-$6.47K	0.04%	273
2022 Q1	$244K	Buy	5,052 +28	+0.6%	+$1.31K	0.04%	254
2021 Q4	$260K	Buy	+5,024	New	+$242K	0.04%	259
2020 Q1	–	Sell	-6,295	Closed	-$243K	–	252
2019 Q4	$243K	Sell	6,295 -39	-0.6%	-$1.51K	0.07%	210
2019 Q3	$249K	Buy	6,334 +1	+0%	+$38	0.08%	196
2019 Q2	$233K	Buy	6,333 +25	+0.4%	+$913	0.08%	200
2019 Q1	$228K	Buy	+6,308	New	+$215K	0.08%	195

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

Keystone Financial Group (Kentucky)'s XLRE Position: Q4 2025 in Review

Keystone Financial Group (Kentucky) sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 4,401 shares — an estimated $185K sold.

Keystone Financial Group (Kentucky) first reported a position in XLRE in Q1 2019 and held it in 9 quarters. The position peaked at $260K in Q4 2021. 779 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Keystone Financial Group (Kentucky) reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 4,401 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $185K.
Keystone Financial Group (Kentucky) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and held it in 9 quarters.
Keystone Financial Group (Kentucky)'s State Street Real Estate Select Sector SPDR ETF position peaked at $260K in Q4 2021.
779 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2025, filed 6 Feb 2026.