MD
XLRE icon

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

Money Design’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
Q2 		$28M Buy
676,601
+31,914
+5% +$1.31M 1.31% 20
2025
Q1 		$27M Buy
644,687
+11,396
+2% +$475K 1.35% 17
2024
Q4 		$25.6M Sell
633,291
-3,397
-0.5% -$147K 1.31% 21
2024
Q3 		$28.4M Sell
636,688
-31,557
-5% -$1.33M 1.42% 18
2024
Q2 		$25.7M Buy
668,245
+18,198
+3% +$685K 1.38% 18
2024
Q1 		$25.7M Sell
650,047
-38,237
-6% -$1.49M 1.4% 18
2023
Q4 		$27.6M Sell
688,284
-43,839
-6% -$1.57M 1.56% 19
2023
Q3 		$24.9M Buy
732,123
+24,898
+4% +$921K 1.51% 19
2023
Q2 		$26.7M Sell
707,225
-17,997
-2% -$664K 1.58% 18
2023
Q1 		$27.1M Buy
725,222
+51,329
+8% +$1.97M 1.6% 21
2022
Q4 		$24.9M Buy
673,893
+83,887
+14% +$3.1M 1.56% 21
2022
Q3 		$21.2M Buy
590,006
+24,453
+4% +$1.02M 1.5% 23
2022
Q2 		$23.1M Buy
565,553
+25,747
+5% +$1.15M 1.73% 19
2022
Q1 		$26.1M Buy
539,806
+61,600
+13% +$2.89M 1.77% 19
2021
Q4 		$24.7M Sell
478,206
-464
-0.1% -$22.3K 1.67% 21
2021
Q3 		$21.3M Sell
478,670
-41,829
-8% -$1.94M 1.76% 22
2021
Q2 		$23.1M Sell
520,499
-44,591
-8% -$1.91M 2.38% 18
2021
Q1 		$22.3M Sell
565,090
-8,895
-2% -$334K 2.6% 15
2020
Q4 		$20.7M Buy
573,985
+17,899
+3% +$649K 2.37% 17
2020
Q3 		$19.6M Buy
556,086
+86,380
+18% +$3.08M 2.35% 16
2020
Q2 		$16.4M Buy
469,706
+56,842
+14% +$1.92M 2.33% 17
2020
Q1 		$12.8M Buy
412,864
+72,733
+21% +$2.72M 2.26% 15
2019
Q4 		$13.1M Buy
340,131
+74,348
+28% +$2.88M 2.31% 16
2019
Q3 		$10.5M Buy
265,783
+26,166
+11% +$1M 2.2% 17
2019
Q2 		$8.81M Buy
239,617
+11,423
+5% +$417K 2.1% 17
2019
Q1 		$8.27M Buy
228,194
+97,451
+75% +$3.32M 2.2% 20
2018
Q4 		$4.05M Buy
+130,743
New +$4.24M 1.29% 22

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Design's XLRE Position: Q2 2025 in Review

Money Design increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5% in Q2 2025, buying an estimated $1.31M and bringing the position to 676,601 shares worth $28M. The position accounts for 1.31% of the portfolio, ranked #20.

Money Design first reported a position in XLRE in Q4 2018 and has held it in 27 quarters since. The position peaked at $28.4M in Q3 2024. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

  • Money Design held 676,601 shares of State Street Real Estate Select Sector SPDR ETF worth $28M as of Q2 2025.
  • Money Design bought 31,914 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $1.31M.
  • State Street Real Estate Select Sector SPDR ETF made up 1.31% of Money Design's portfolio in Q2 2025, its #20 holding.
  • Money Design first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and has held it in 27 quarters since.
  • Money Design's State Street Real Estate Select Sector SPDR ETF position peaked at $28.4M in Q3 2024.
  • 720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.