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

Prostatis 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 Q2	–	Sell	-6,532	Closed	-$273K	–	177
2025 Q1	$273K	Sell	6,532 -7,665	-54%	-$319K	0.09%	129
2024 Q4	$577K	Sell	14,197 -54,795	-79%	-$2.37M	0.17%	97
2024 Q3	$3.08M	Sell	68,992 -3,534	-5%	-$149K	1.01%	28
2024 Q2	$2.79M	Buy	+72,526	New	+$2.73M	0.98%	29
2023 Q3	–	Sell	-13,174	Closed	-$23.6K	–	253
2023 Q2	$23.6K	Buy	+13,174	New	+$486K	0.01%	220
2023 Q1	–	Sell	-64,606	Closed	-$2.39M	–	118
2022 Q4	$2.39M	Buy	+64,606	New	+$2.38M	1.46%	21
2022 Q1	–	Sell	-68,963	Closed	-$3.57M	–	111
2021 Q4	$3.57M	Buy	+68,963	New	+$3.32M	2.19%	11
2021 Q3	–	Sell	-33,466	Closed	-$1.48M	–	107
2021 Q2	$1.48M	Buy	+33,466	New	+$1.43M	1.01%	30

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

Prostatis Group's XLRE Position: Q2 2025 in Review

Prostatis Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 6,532 shares — an estimated $273K sold.

Prostatis Group first reported a position in XLRE in Q2 2021 and held it in 8 quarters. The position peaked at $3.57M in Q4 2021. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Prostatis Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Prostatis Group sold 6,532 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $273K.
Prostatis Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and held it in 8 quarters.
Prostatis Group's State Street Real Estate Select Sector SPDR ETF position peaked at $3.57M 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 Prostatis Group's 13F filing for Q2 2025, filed 25 Jul 2025.