ORG Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

ORG Partners’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 Q4	–	Sell	-143	Closed	-$6.02K	–	1786
2025 Q3	$6.02K	Hold	143	–	–	﹤0.01%	1088
2025 Q2	$5.92K	Buy	+143	New	+$5.87K	﹤0.01%	1013
2025 Q1	–	Sell	-610	Closed	-$24.8K	–	1614
2024 Q4	$24.8K	Buy	610 +6	+1%	+$260	﹤0.01%	690
2024 Q3	$27K	Buy	+604	New	+$25.4K	﹤0.01%	624
2024 Q1	–	Sell	-3,036	Closed	-$122K	–	1140
2023 Q4	$122K	Hold	3,036	–	–	0.02%	374
2023 Q3	$103K	Hold	3,036	–	–	0.03%	398
2023 Q2	$114K	Buy	+3,036	New	+$112K	0.02%	483

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

Two Sigma Investments New York $124B AUM 33.93% 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

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

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return

ORG Partners's XLRE Position: Q4 2025 in Review

ORG Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 143 shares — an estimated $6.02K sold.

ORG Partners first reported a position in XLRE in Q2 2023 and held it in 7 quarters. The position peaked at $122K in Q4 2023. 774 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

ORG Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
ORG Partners sold 143 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $6.02K.
ORG Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and held it in 7 quarters.
ORG Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $122K in Q4 2023.
774 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.