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

Legacy Capital Wealth 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
Q2 		– Sell
-10,975
Closed -$459K – 398
2025
Q1 		$459K Sell
10,975
-941
-8% -$39.2K 0.11% 199
2024
Q4 		$485K Buy
+11,916
New +$516K 0.12% 187
2024
Q3 		– Sell
-13,698
Closed -$526K – 378
2024
Q2 		$526K Buy
+13,698
New +$516K 0.13% 153

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Capital Wealth Partners's XLRE Position: Q2 2025 in Review

Legacy Capital Wealth Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 10,975 shares — an estimated $459K sold.

Legacy Capital Wealth Partners first reported a position in XLRE in Q2 2024 and held it in 3 quarters. The position peaked at $526K in Q2 2024. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

  • Legacy Capital Wealth Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 10,975 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $459K.
  • Legacy Capital Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2024 and held it in 3 quarters.
  • Legacy Capital Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $526K in Q2 2024.
  • 720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.