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MB Generational Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

MB Generational Wealth’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 		$210K Buy
+5,024
New +$209K 0.16% 48
2024
Q2 		– Sell
-1,586
Closed -$309K – 68
2024
Q1 		$309K Sell
1,586
-6,105
-79% -$237K 0.24% 38
2023
Q4 		$308K Buy
+7,691
New +$276K 0.29% 34

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PF
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 $14.7B AUM 47% 1-Year Est. Return

MB Generational Wealth's XLRE Position: Q1 2025 in Review

MB Generational Wealth opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025: 5,024 shares worth $210K. The stake represents 0.16% of the portfolio and ranks #48 among its holdings. This is a return to the name: MB Generational Wealth previously reported a position in XLRE as recently as Q1 2024.

MB Generational Wealth first reported a position in XLRE in Q4 2023 and has held it in 3 quarters since. The position peaked at $309K in Q1 2024. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

  • MB Generational Wealth held 5,024 shares of State Street Real Estate Select Sector SPDR ETF worth $210K as of Q1 2025.
  • State Street Real Estate Select Sector SPDR ETF was a new MB Generational Wealth position in Q1 2025.
  • State Street Real Estate Select Sector SPDR ETF made up 0.16% of MB Generational Wealth's portfolio in Q1 2025, its #48 holding.
  • MB Generational Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 3 quarters since.
  • MB Generational Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $309K in Q1 2024.
  • 743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on MB Generational Wealth's 13F filing for Q1 2025, filed 2 May 2025.