Lindbrook Capital’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Lindbrook Capital’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 Q1	$236K	Buy	+5,640	New	+$235K	0.02%	363
2023 Q3	–	Sell	-1,151	Closed	-$43.4K	–	2839
2023 Q2	$43.4K	Hold	1,151	–	–	﹤0.01%	771
2023 Q1	$43K	Buy	1,151 +1,012	+728%	+$38.9K	0.01%	755
2022 Q4	$5.13K	Hold	139	–	–	﹤0.01%	1813
2022 Q3	$5K	Hold	139	–	–	﹤0.01%	1704
2022 Q2	$6K	Hold	139	–	–	﹤0.01%	1504
2022 Q1	$7K	Hold	139	–	–	﹤0.01%	1483
2021 Q4	$7K	Buy	+139	New	+$6.69K	﹤0.01%	1419
2020 Q4	–	Sell	-121	Closed	-$4K	–	1892
2020 Q3	$4K	Buy	+121	New	+$4.31K	﹤0.01%	1222

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Lindbrook Capital's XLRE Position: Q1 2025 in Review

Lindbrook Capital opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025: 5,640 shares worth $236K. The stake represents 0.02% of the portfolio and ranks #363 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in XLRE as recently as Q2 2023.

Lindbrook Capital first reported a position in XLRE in Q3 2020 and has held it in 9 quarters since. 744 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

Lindbrook Capital held 5,640 shares of State Street Real Estate Select Sector SPDR ETF worth $236K as of Q1 2025.
State Street Real Estate Select Sector SPDR ETF was a new Lindbrook Capital position in Q1 2025.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #363 holding.
Lindbrook Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and has held it in 9 quarters since.
744 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.