Kovitz Investment Group Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Kovitz Investment Group Partners’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	-25,294	Closed	-$1.07M	–	1360
2025 Q3	$1.07M	Sell	25,294 -559	-2%	-$23.4K	﹤0.01%	833
2025 Q2	$1.07M	Sell	25,853 -3,493	-12%	-$143K	﹤0.01%	787
2025 Q1	$1.23M	Sell	29,346 -3,580	-11%	-$149K	0.01%	692
2024 Q4	$1.34M	Buy	32,926 +4,191	+15%	+$181K	0.01%	653
2024 Q3	$1.28M	Buy	28,735 +22,641	+372%	+$954K	0.01%	572
2024 Q2	$234K	Sell	6,094 -6,101	-50%	-$230K	﹤0.01%	775
2024 Q1	$482K	Buy	+12,195	New	+$474K	0.01%	510

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

Kovitz Investment Group Partners's XLRE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 25,294 shares — an estimated $1.07M sold.

Kovitz Investment Group Partners first reported a position in XLRE in Q1 2024 and held it in 7 quarters. The position peaked at $1.34M in Q4 2024. 777 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 25,294 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $1.07M.
Kovitz Investment Group Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $1.34M in Q4 2024.
777 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.