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

Palumbo 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 Q3	–	Sell	-81,941	Closed	-$3.39M	–	228
2025 Q2	$3.39M	Sell	81,941 -3,491	-4%	-$143K	1.05%	22
2025 Q1	$3.58M	Buy	85,432 +3,147	+4%	+$131K	1.2%	22
2024 Q4	$3.35M	Buy	82,285 +2,968	+4%	+$128K	1.25%	19
2024 Q3	$3.54M	Sell	79,317 -7	-0%	-$295	1.38%	17
2024 Q2	$3.05M	Buy	79,324 +21,933	+38%	+$826K	1.29%	19
2024 Q1	$2.27M	Buy	+57,391	New	+$2.23M	1.02%	25

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Palumbo Wealth Management's XLRE Position: Q3 2025 in Review

Palumbo Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 81,941 shares — an estimated $3.39M sold.

Palumbo Wealth Management first reported a position in XLRE in Q1 2024 and held it in 6 quarters. The position peaked at $3.58M in Q1 2025. 725 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

Palumbo Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Palumbo Wealth Management sold 81,941 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $3.39M.
Palumbo Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and held it in 6 quarters.
Palumbo Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $3.58M in Q1 2025.
725 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on Palumbo Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.