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

Money Concepts 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	–	Sell	-5,206	Closed	-$212K	–	446
2024 Q4	$212K	Buy	+5,206	New	+$225K	0.02%	386
2024 Q1	–	Sell	-24,938	Closed	-$999K	–	416
2023 Q4	$999K	Buy	+24,938	New	+$896K	0.09%	208
2023 Q1	–	Sell	-10,698	Closed	-$395K	–	2944
2022 Q4	$395K	Buy	+10,698	New	+$395K	0.02%	488
2022 Q2	–	Sell	-7,538	Closed	-$364K	–	2645
2022 Q1	$364K	Buy	7,538 +713	+10%	+$33.4K	0.02%	523
2021 Q4	$354K	Buy	+6,825	New	+$328K	0.03%	366
2021 Q1	–	Sell	-125	Closed	-$5K	–	775
2020 Q4	$5K	Buy	+125	New	+$4.54K	﹤0.01%	621

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 $377B AUM 19.32% 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 $14.7B AUM 47% 1-Year Est. Return

Money Concepts Capital's XLRE Position: Q1 2025 in Review

Money Concepts Capital sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 5,206 shares — an estimated $212K sold.

Money Concepts Capital first reported a position in XLRE in Q4 2020 and held it in 6 quarters. The position peaked at $999K in Q4 2023. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

Money Concepts Capital reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Money Concepts Capital sold 5,206 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $212K.
Money Concepts Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and held it in 6 quarters.
Money Concepts Capital's State Street Real Estate Select Sector SPDR ETF position peaked at $999K in Q4 2023.
743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Money Concepts Capital's 13F filing for Q1 2025, filed 24 Apr 2025.