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

Moulton 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 Q1	–	Sell	-11,754	Closed	-$478K	–	50
2024 Q4	$478K	Buy	11,754 +6,159	+110%	+$267K	0.37%	35
2024 Q3	$243K	Buy	+5,595	New	+$236K	0.2%	39
2022 Q1	–	Sell	-67,506	Closed	-$3.46M	–	28
2021 Q4	$3.46M	Sell	67,506 -706	-1%	-$34K	2.53%	12
2021 Q3	$3.06M	Sell	68,212 -52,587	-44%	-$2.44M	2.29%	14
2021 Q2	$5.36M	Sell	120,799 -21,519	-15%	-$923K	3.91%	10
2021 Q1	$5.75M	Buy	+142,318	New	+$5.35M	4.34%	13

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

Moulton Wealth Management's XLRE Position: Q1 2025 in Review

Moulton Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 11,754 shares — an estimated $478K sold.

Moulton Wealth Management first reported a position in XLRE in Q1 2021 and held it in 6 quarters. The position peaked at $5.75M in Q1 2021. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

Moulton Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Moulton Wealth Management sold 11,754 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $478K.
Moulton Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and held it in 6 quarters.
Moulton Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $5.75M in Q1 2021.
743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Moulton Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.