Oliver Lagore Vanvalin Investment Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$62	Buy	+1	New	+$41	﹤0.01%	646
2024 Q4	$60	Sell	1 -2	-67%	-$87	﹤0.01%	674
2024 Q3	$133	Hold	3	–	–	﹤0.01%	659
2024 Q2	$114	Hold	3	–	–	﹤0.01%	707
2024 Q1	$116	Sell	3 -16	-84%	-$622	﹤0.01%	709
2023 Q4	$768	Sell	19 -5	-21%	-$180	﹤0.01%	676
2023 Q3	$805	Sell	24 -1	-4%	-$37	﹤0.01%	751
2023 Q2	$927	Sell	25 -821	-97%	-$30.3K	﹤0.01%	697
2023 Q1	$31.6K	Sell	846 -141	-14%	-$5.41K	0.01%	232
2022 Q4	$36.4K	Sell	987 -543	-35%	-$20K	0.02%	212
2022 Q3	$55K	Sell	1,530 -164,893	-99%	-$6.91M	0.04%	160
2022 Q2	$6.8M	Buy	166,423 +6,202	+4%	+$277K	3.97%	6
2022 Q1	$7.73M	Sell	160,221 -120,959	-43%	-$5.67M	5.18%	3
2021 Q4	$14.6M	Buy	+281,180	New	+$13.5M	1.04%	16

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's XLRE Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025: 1 share worth $62. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in XLRE as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in XLRE in Q4 2021 and has held it in 14 quarters since. The position peaked at $14.6M in Q4 2021. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1 share of State Street Real Estate Select Sector SPDR ETF worth $62 as of Q2 2025.
State Street Real Estate Select Sector SPDR ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #646 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's State Street Real Estate Select Sector SPDR ETF position peaked at $14.6M in Q4 2021.
720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.