Legacy Wealth Management (Idaho)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Legacy Wealth Management (Idaho)’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	-57	Closed	-$2.4K	–	974
2025 Q3	$2.4K	Sell	57 -34	-37%	-$1.42K	﹤0.01%	519
2025 Q2	$3.77K	Buy	91 +57	+168%	+$2.34K	﹤0.01%	433
2025 Q1	$1.42K	Hold	34	–	–	﹤0.01%	593
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 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

Legacy Wealth Management (Idaho)'s XLRE Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 57 shares — an estimated $2.4K sold.

Legacy Wealth Management (Idaho) first reported a position in XLRE in Q3 2024 and held it in 5 quarters. The position peaked at $5.07K in Q3 2024. 779 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Legacy Wealth Management (Idaho) reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 57 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $2.4K.
Legacy Wealth Management (Idaho) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and held it in 5 quarters.
Legacy Wealth Management (Idaho)'s State Street Real Estate Select Sector SPDR ETF position peaked at $5.07K in Q3 2024.
779 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.