MGB Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

MGB Wealth Management’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	$242K	Sell	6,000 -2,411	-29%	-$99.2K	0.07%	194
2025 Q3	$354K	Buy	8,411 +5	+0.1%	+$209	0.1%	164
2025 Q2	$348K	Buy	8,406 +6	+0.1%	+$246	0.11%	159
2025 Q1	$352K	Sell	8,400 -50	-0.6%	-$2.08K	0.13%	155
2024 Q4	$344K	Hold	8,450	–	–	0.11%	148
2024 Q3	$377K	Hold	8,450	–	–	0.14%	139
2024 Q2	$338K	Hold	8,450	–	–	0.13%	144
2024 Q1	$334K	Hold	8,450	–	–	0.14%	147
2023 Q4	$339K	Buy	+8,450	New	+$303K	0.17%	138

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 $1.37B AUM 19.97% 1-Year Est. Return

MGB Wealth Management's XLRE Position: Q4 2025 in Review

MGB Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 29% in Q4 2025, selling an estimated $99.2K and leaving 6,000 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #194.

MGB Wealth Management first reported a position in XLRE in Q4 2023 and has held it in 9 quarters since. The position peaked at $377K in Q3 2024. 774 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

MGB Wealth Management held 6,000 shares of State Street Real Estate Select Sector SPDR ETF worth $242K as of Q4 2025.
MGB Wealth Management sold 2,411 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $99.2K.
State Street Real Estate Select Sector SPDR ETF made up 0.07% of MGB Wealth Management's portfolio in Q4 2025, its #194 holding.
MGB Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $377K in Q3 2024.
774 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.