MassMutual Private Wealth & Trust’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

MassMutual Private Wealth & Trust’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	-68	Closed	-$2.87K	–	2470
2025 Q3	$2.87K	Hold	68	–	–	﹤0.01%	1883
2025 Q2	$2.82K	Buy	+68	New	+$2.79K	﹤0.01%	1847
2023 Q3	–	Sell	-18	Closed	-$678	–	2065
2023 Q2	$678	Buy	+18	New	+$664	﹤0.01%	1726
2018 Q1	–	Sell	-86	Closed	-$2.83K	–	1091
2017 Q4	$2.83K	Sell	86 -595	-87%	-$19.6K	﹤0.01%	720
2017 Q3	$22K	Hold	681	–	–	﹤0.01%	638
2017 Q2	$21.9K	Buy	681 +557	+449%	+$17.8K	﹤0.01%	607
2017 Q1	$3.92K	Sell	124 -24	-16%	-$748	﹤0.01%	829
2016 Q4	$4.55K	Buy	+148	New	+$4.53K	﹤0.01%	544

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

MassMutual Private Wealth & Trust's XLRE Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 68 shares — an estimated $2.87K sold.

MassMutual Private Wealth & Trust first reported a position in XLRE in Q4 2016 and held it in 8 quarters. The position peaked at $22K in Q3 2017. 774 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

MassMutual Private Wealth & Trust reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 68 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $2.87K.
MassMutual Private Wealth & Trust first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2016 and held it in 8 quarters.
MassMutual Private Wealth & Trust's State Street Real Estate Select Sector SPDR ETF position peaked at $22K in Q3 2017.
774 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.