Legacy Capital Group California’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Legacy Capital Group California’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 Q2	–	Sell	-49,374	Closed	-$2.07M	–	356
2025 Q1	$2.07M	Buy	49,374 +4,509	+10%	+$188K	0.72%	21
2024 Q4	$1.82M	Buy	+44,865	New	+$1.94M	0.56%	30
2024 Q3	–	Sell	-47,893	Closed	-$1.84M	–	355
2024 Q2	$1.84M	Sell	47,893 -997	-2%	-$37.6K	0.66%	30
2024 Q1	$1.93M	Buy	+48,890	New	+$1.9M	0.71%	23

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

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Capital Group California's XLRE Position: Q2 2025 in Review

Legacy Capital Group California sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 49,374 shares — an estimated $2.07M sold.

Legacy Capital Group California first reported a position in XLRE in Q1 2024 and held it in 4 quarters. The position peaked at $2.07M in Q1 2025. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Legacy Capital Group California reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Legacy Capital Group California sold 49,374 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $2.07M.
Legacy Capital Group California first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and held it in 4 quarters.
Legacy Capital Group California's State Street Real Estate Select Sector SPDR ETF position peaked at $2.07M in Q1 2025.
720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Legacy Capital Group California's 13F filing for Q2 2025, filed 14 Jul 2025.