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

Prevail Innovative 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 Q1	–	Sell	-11,792	Closed	-$480K	–	197
2024 Q4	$480K	Buy	+11,792	New	+$510K	0.14%	129
2024 Q2	–	Sell	-13,617	Closed	-$538K	–	193
2024 Q1	$538K	Buy	13,617 +7,991	+142%	+$311K	0.2%	125
2023 Q4	$225K	Buy	+5,626	New	+$202K	0.11%	126
2023 Q3	–	Sell	-25,239	Closed	-$951K	–	165
2023 Q2	$951K	Buy	+25,239	New	+$931K	0.52%	64

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Prevail Innovative Wealth Advisors's XLRE Position: Q1 2025 in Review

Prevail Innovative Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 11,792 shares — an estimated $480K sold.

Prevail Innovative Wealth Advisors first reported a position in XLRE in Q2 2023 and held it in 4 quarters. The position peaked at $951K in Q2 2023. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

Prevail Innovative Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 11,792 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $480K.
Prevail Innovative Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and held it in 4 quarters.
Prevail Innovative Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $951K in Q2 2023.
743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.