Peak Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Peak Financial 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 Q2	–	Sell	-6,478	Closed	-$271K	–	113
2025 Q1	$271K	Sell	6,478 -506	-7%	-$21.1K	0.14%	70
2024 Q4	$284K	Buy	+6,984	New	+$302K	0.15%	71
2022 Q1	–	Sell	-51,241	Closed	-$2.65M	–	113
2021 Q4	$2.65M	Buy	51,241 +3,557	+7%	+$171K	2.05%	17
2021 Q3	$2.12M	Sell	47,684 -124	-0.3%	-$5.76K	1.86%	18
2021 Q2	$2.12M	Buy	+47,808	New	+$2.05M	1.82%	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

Peak Financial Advisors's XLRE Position: Q2 2025 in Review

Peak Financial Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 6,478 shares — an estimated $271K sold.

Peak Financial Advisors first reported a position in XLRE in Q2 2021 and held it in 5 quarters. The position peaked at $2.65M in Q4 2021. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Peak Financial Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Peak Financial Advisors sold 6,478 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $271K.
Peak Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and held it in 5 quarters.
Peak Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $2.65M 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 Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.