Raffa Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Raffa Wealth Management’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	-54	Closed	-$2.26K	–	1143
2025 Q1	$2.26K	Sell	54 -73	-57%	-$3.04K	﹤0.01%	596
2024 Q4	$5.17K	Buy	+127	New	+$5.5K	﹤0.01%	443
2021 Q4	–	Sell	-86	Closed	-$3.84K	–	1149
2021 Q3	$3.84K	Buy	+86	New	+$4K	﹤0.01%	437
2016 Q4	–	Sell	-996	Closed	-$32.6K	–	903
2016 Q3	$32.6K	Buy	+996	New	+$33.4K	0.02%	114

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

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

Raffa Wealth Management's XLRE Position: Q2 2025 in Review

Raffa Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 54 shares — an estimated $2.26K sold.

Raffa Wealth Management first reported a position in XLRE in Q3 2016 and held it in 4 quarters. The position peaked at $32.6K in Q3 2016. 721 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Raffa Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Raffa Wealth Management sold 54 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $2.26K.
Raffa Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 4 quarters.
Raffa Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $32.6K in Q3 2016.
721 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Raffa Wealth Management's 13F filing for Q2 2025, filed 27 Jul 2026.