Lineweaver Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Lineweaver Wealth 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	-25,274	Closed	-$1.06M	–	191
2025 Q3	$1.06M	Sell	25,274 -153	-0.6%	-$6.4K	0.16%	96
2025 Q2	$1.05M	Buy	25,427 +221	+0.9%	+$9.07K	0.17%	92
2025 Q1	$1.05M	Buy	+25,206	New	+$1.05M	0.18%	87

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

Lineweaver Wealth Advisors's XLRE Position: Q4 2025 in Review

Lineweaver Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 25,274 shares — an estimated $1.06M sold.

Lineweaver Wealth Advisors first reported a position in XLRE in Q1 2025 and held it in 3 quarters. The position peaked at $1.06M in Q3 2025. 777 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Lineweaver Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Lineweaver Wealth Advisors sold 25,274 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $1.06M.
Lineweaver Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
Lineweaver Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $1.06M in Q3 2025.
777 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.