Lake Hills Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Lake Hills Wealth 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 Q1	–	Sell	-121,841	Closed	-$4.96M	–	72
2024 Q4	$4.96M	Buy	+121,841	New	+$5.27M	3.38%	11
2024 Q3	–	Sell	-171,172	Closed	-$6.57M	–	58
2024 Q2	$6.57M	Buy	171,172 +122,441	+251%	+$4.61M	4.72%	6
2024 Q1	$1.93M	Buy	+48,731	New	+$1.9M	1.73%	23
2022 Q1	–	Sell	-72,137	Closed	-$3.74M	–	65
2021 Q4	$3.74M	Buy	+72,137	New	+$3.47M	2.64%	12

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Lake Hills Wealth Management's XLRE Position: Q1 2025 in Review

Lake Hills Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 121,841 shares — an estimated $4.96M sold.

Lake Hills Wealth Management first reported a position in XLRE in Q4 2021 and held it in 4 quarters. The position peaked at $6.57M in Q2 2024. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

Lake Hills Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Lake Hills Wealth Management sold 121,841 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $4.96M.
Lake Hills Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Lake Hills Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $6.57M in Q2 2024.
743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Lake Hills Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.