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KG&L Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

KG&L Capital 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
Q3 		– Sell
-7,323
Closed -$303K – 228
2025
Q2 		$303K Buy
+7,323
New +$301K 0.09% 156

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KG&L Capital Management's XLRE Position: Q3 2025 in Review

KG&L Capital Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 7,323 shares — an estimated $303K sold.

KG&L Capital Management first reported a position in XLRE in Q2 2025 and held it in 1 quarter. The position peaked at $303K in Q2 2025. 726 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

  • KG&L Capital Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • KG&L Capital Management sold 7,323 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $303K.
  • KG&L Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
  • KG&L Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $303K in Q2 2025.
  • 726 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on KG&L Capital Management's 13F filing for Q3 2025, filed 22 Oct 2025.