Pettyjohn Wood & White’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Pettyjohn Wood & White’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	-5,034	Closed	-$212K	–	219
2025 Q3	$212K	Hold	5,034	–	–	0.04%	196
2025 Q2	$209K	Sell	5,034 -124	-2%	-$5.09K	0.04%	193
2025 Q1	$216K	Sell	5,158 -50	-1%	-$2.08K	0.04%	182
2024 Q4	$212K	Sell	5,208 -300	-5%	-$13K	0.04%	191
2024 Q3	$246K	Sell	5,508 -35	-0.6%	-$1.48K	0.05%	179
2024 Q2	$213K	Sell	5,543 -275	-5%	-$10.4K	0.04%	185
2024 Q1	$230K	Hold	5,818	–	–	0.05%	173
2023 Q4	$233K	Buy	+5,818	New	+$209K	0.05%	172
2023 Q3	–	Sell	-5,808	Closed	-$219K	–	181
2023 Q2	$219K	Buy	5,808 +269	+5%	+$9.92K	0.05%	169
2023 Q1	$207K	Buy	+5,539	New	+$213K	0.05%	170
2022 Q3	–	Sell	-5,275	Closed	-$216K	–	169
2022 Q2	$216K	Hold	5,275	–	–	0.05%	158
2022 Q1	$255K	Buy	5,275 +150	+3%	+$7.03K	0.05%	145
2021 Q4	$266K	Hold	5,125	–	–	0.05%	144
2021 Q3	$228K	Buy	+5,125	New	+$238K	0.05%	150

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

Pettyjohn Wood & White's XLRE Position: Q4 2025 in Review

Pettyjohn Wood & White sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 5,034 shares — an estimated $212K sold.

Pettyjohn Wood & White first reported a position in XLRE in Q3 2021 and held it in 14 quarters. The position peaked at $266K in Q4 2021. 774 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Pettyjohn Wood & White reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Pettyjohn Wood & White sold 5,034 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $212K.
Pettyjohn Wood & White first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and held it in 14 quarters.
Pettyjohn Wood & White's State Street Real Estate Select Sector SPDR ETF position peaked at $266K in Q4 2021.
774 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Pettyjohn Wood & White's 13F filing for Q4 2025, filed 11 Feb 2026.