LGT Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

LGT Financial Advisors’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	-83	Closed	-$3.5K	–	389
2025 Q3	$3.5K	Hold	83	–	–	0.01%	323
2025 Q2	$3.44K	Buy	+83	New	+$3.41K	0.01%	327
2023 Q3	–	Sell	-84	Closed	-$3.16K	–	949
2023 Q2	$3.16K	Buy	+84	New	+$3.1K	﹤0.01%	200

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

Two Sigma Investments New York $124B AUM 33.93% 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

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

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

LGT Financial Advisors's XLRE Position: Q4 2025 in Review

LGT Financial Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 83 shares — an estimated $3.5K sold.

LGT Financial Advisors first reported a position in XLRE in Q2 2023 and held it in 3 quarters. The position peaked at $3.5K in Q3 2025. 774 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

LGT Financial Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 83 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $3.5K.
LGT Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and held it in 3 quarters.
LGT Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $3.5K in Q3 2025.
774 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.