Proficio Capital Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Proficio Capital Partners’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	-46,530	Closed	-$1.96M	–	269
2025 Q3	$1.96M	Buy	46,530 +7,800	+20%	+$326K	0.13%	73
2025 Q2	$1.6M	Buy	38,730 +12,680	+49%	+$521K	0.1%	113
2025 Q1	$1.09M	Buy	+26,050	New	+$1.09M	0.08%	125
2017 Q1	–	Sell	-414	Closed	-$13K	–	1372
2016 Q4	$13K	Hold	414	–	–	0.01%	550
2016 Q3	$14K	Buy	+414	New	+$13.9K	0.01%	512

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

Proficio Capital Partners's XLRE Position: Q4 2025 in Review

Proficio Capital Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 46,530 shares — an estimated $1.96M sold.

Proficio Capital Partners first reported a position in XLRE in Q3 2016 and held it in 5 quarters. The position peaked at $1.96M in Q3 2025. 774 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Proficio Capital Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Proficio Capital Partners sold 46,530 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $1.96M.
Proficio Capital Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 5 quarters.
Proficio Capital Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $1.96M in Q3 2025.
774 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Proficio Capital Partners's 13F filing for Q4 2025, filed 12 Feb 2026.