Private Advisory Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Private Advisory Group’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	-259,324	Closed	-$10.9M	–	278
2025 Q3	$10.9M	Buy	259,324 +53,322	+26%	+$2.23M	0.9%	35
2025 Q2	$8.53M	Sell	206,002 -17,105	-8%	-$702K	0.77%	44
2025 Q1	$9.34M	Buy	223,107 +67,316	+43%	+$2.8M	1.04%	26
2024 Q4	$6.34M	Buy	155,791 +42,291	+37%	+$1.83M	0.71%	34
2024 Q3	$5.07M	Buy	+113,500	New	+$4.78M	0.61%	44
2024 Q1	–	Sell	-10,477	Closed	-$420K	–	225
2023 Q4	$420K	Sell	10,477 -2,631	-20%	-$94.5K	0.07%	148
2023 Q3	$447K	Sell	13,108 -3,201	-20%	-$118K	0.09%	144
2023 Q2	$615K	Buy	+16,309	New	+$602K	0.12%	132

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

Two Sigma Investments New York $138B AUM 41.87% 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

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

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Private Advisory Group's XLRE Position: Q4 2025 in Review

Private Advisory Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 259,324 shares — an estimated $10.9M sold.

Private Advisory Group first reported a position in XLRE in Q2 2023 and held it in 8 quarters. The position peaked at $10.9M in Q3 2025. 778 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Private Advisory Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Private Advisory Group sold 259,324 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $10.9M.
Private Advisory Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and held it in 8 quarters.
Private Advisory Group's State Street Real Estate Select Sector SPDR ETF position peaked at $10.9M in Q3 2025.
778 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Private Advisory Group's 13F filing for Q4 2025, filed 15 Jan 2026.