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

Olympus 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 Q2	$821K	Sell	19,817 -6,565	-25%	-$270K	0.28%	17
2025 Q1	$1.1M	Sell	26,382 -158,967	-86%	-$6.62M	0.48%	17
2024 Q4	$7.54M	Sell	185,349 -7,119	-4%	-$308K	2.74%	8
2024 Q3	$8.6M	Buy	192,468 +4,635	+2%	+$195K	2.96%	8
2024 Q2	$7.21M	Buy	187,833 +123,983	+194%	+$4.67M	2.26%	11
2024 Q1	$2.52M	Buy	63,850 +399	+0.6%	+$15.5K	1.5%	12
2023 Q4	$2.54M	Buy	+63,451	New	+$2.28M	1.3%	10

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

Olympus Wealth Management's XLRE Position: Q2 2025 in Review

Olympus Wealth Management reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 25% in Q2 2025, selling an estimated $270K and leaving 19,817 shares worth $821K. The position accounts for 0.28% of the portfolio, ranked #17.

Olympus Wealth Management first reported a position in XLRE in Q4 2023 and has held it in 7 quarters since. The position peaked at $8.6M in Q3 2024. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Olympus Wealth Management held 19,817 shares of State Street Real Estate Select Sector SPDR ETF worth $821K as of Q2 2025.
Olympus Wealth Management sold 6,565 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $270K.
State Street Real Estate Select Sector SPDR ETF made up 0.28% of Olympus Wealth Management's portfolio in Q2 2025, its #17 holding.
Olympus Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 7 quarters since.
Olympus Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $8.6M 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 Olympus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.