KWMG LLC’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

KWMG LLC’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	-7,965	Closed	-$336K	–	152
2025 Q3	$336K	Buy	7,965 +218	+3%	+$9.12K	0.03%	130
2025 Q2	$321K	Buy	+7,747	New	+$318K	0.03%	133
2024 Q1	–	Sell	-6,445	Closed	-$258K	–	137
2023 Q4	$258K	Buy	+6,445	New	+$231K	0.03%	130
2022 Q4	–	Sell	-5,704	Closed	-$205K	–	143
2022 Q3	$205K	Buy	5,704 +92	+2%	+$3.85K	0.03%	137
2022 Q2	$229K	Buy	+5,612	New	+$250K	0.03%	134

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

KWMG LLC's XLRE Position: Q4 2025 in Review

KWMG LLC sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 7,965 shares — an estimated $336K sold.

KWMG LLC first reported a position in XLRE in Q2 2022 and held it in 5 quarters. The position peaked at $336K in Q3 2025. 777 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

KWMG LLC reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
KWMG LLC sold 7,965 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $336K.
KWMG LLC first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and held it in 5 quarters.
KWMG LLC's State Street Real Estate Select Sector SPDR ETF position peaked at $336K in Q3 2025.
777 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on KWMG LLC's 13F filing for Q4 2025, filed 16 Jan 2026.