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Opal Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-3,478
Closed -$144K – 565
2025
Q2 		$144K Buy
+3,478
New +$143K 0.04% 227
2024
Q3 		– Sell
-26
Closed -$999 – 1193
2024
Q2 		$999 Buy
+26
New +$979 ﹤0.01% 1068

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Opal Wealth Advisors's XLRE Position: Q3 2025 in Review

Opal Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 3,478 shares — an estimated $144K sold.

Opal Wealth Advisors first reported a position in XLRE in Q2 2024 and held it in 2 quarters. The position peaked at $144K in Q2 2025. 725 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

  • Opal Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 3,478 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $144K.
  • Opal Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $144K in Q2 2025.
  • 725 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.