Koesten Hirschmann & Crabtree’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Koesten Hirschmann & Crabtree’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	-32	Closed	-$1.34K	–	262
2025 Q2	$1.34K	Buy	+32	New	+$1.31K	﹤0.01%	250
2024 Q3	–	Sell	-121	Closed	-$4.78K	–	240
2024 Q2	$4.78K	Hold	121	–	–	﹤0.01%	154
2024 Q1	$4.78K	Hold	121	–	–	﹤0.01%	154
2023 Q4	$4.85K	Buy	+121	New	+$4.34K	﹤0.01%	139

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

Koesten Hirschmann & Crabtree's XLRE Position: Q3 2025 in Review

Koesten Hirschmann & Crabtree sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 32 shares — an estimated $1.34K sold.

Koesten Hirschmann & Crabtree first reported a position in XLRE in Q4 2023 and held it in 4 quarters. The position peaked at $4.85K in Q4 2023. 726 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

Koesten Hirschmann & Crabtree reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 32 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $1.34K.
Koesten Hirschmann & Crabtree first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
Koesten Hirschmann & Crabtree's State Street Real Estate Select Sector SPDR ETF position peaked at $4.85K in Q4 2023.
726 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2025, filed 5 Nov 2025.