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Legacy Investment Solutions’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Legacy Investment Solutions’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 		$3.77K Buy
+91
New +$3.74K ﹤0.01% 433
2024
Q4 		$1.43K Sell
34
-83
-71% -$3.59K ﹤0.01% 552
2024
Q3 		$5.07K Buy
+117
New +$4.93K ﹤0.01% 386

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 Investment Solutions's XLRE Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025: 91 shares worth $3.77K. The stake represents ﹤0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in XLRE as recently as Q4 2024.

Legacy Investment Solutions first reported a position in XLRE in Q3 2024 and has held it in 3 quarters since. The position peaked at $5.07K in Q3 2024. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

  • Legacy Investment Solutions held 91 shares of State Street Real Estate Select Sector SPDR ETF worth $3.77K as of Q2 2025.
  • State Street Real Estate Select Sector SPDR ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #433 holding.
  • Legacy Investment Solutions first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's State Street Real Estate Select Sector SPDR ETF position peaked at $5.07K in Q3 2024.
  • 720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.