Raleigh Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Raleigh Capital 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	-4,037	Closed	-$169K	–	712
2025 Q1	$169K	Sell	4,037 -42	-1%	-$1.75K	0.08%	207
2024 Q4	$166K	Buy	4,079 +4,023	+7,184%	+$174K	0.06%	213
2024 Q3	$2.5K	Sell	56 -4,643	-99%	-$196K	﹤0.01%	791
2024 Q2	$180K	Buy	4,699 +117	+3%	+$4.41K	0.08%	204
2024 Q1	$181K	Buy	4,582 +4,578	+114,450%	+$178K	0.08%	209
2023 Q4	$160	Hold	4	–	–	﹤0.01%	1059
2023 Q3	$136	Hold	4	–	–	﹤0.01%	929
2023 Q2	$151	Hold	4	–	–	﹤0.01%	812
2023 Q1	$150	Sell	4 -56	-93%	-$2.15K	﹤0.01%	824
2022 Q4	$2.21K	Buy	60 +1	+2%	+$37	﹤0.01%	677
2022 Q3	$2K	Hold	59	–	–	﹤0.01%	694
2022 Q2	$2K	Sell	59 -10	-14%	-$446	﹤0.01%	557
2022 Q1	$3K	Buy	69 +1	+1%	+$47	﹤0.01%	531
2021 Q4	$4K	Buy	+68	New	+$3.27K	﹤0.01%	254

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

Raleigh Capital Management's XLRE Position: Q2 2025 in Review

Raleigh Capital Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 4,037 shares — an estimated $169K sold.

Raleigh Capital Management first reported a position in XLRE in Q4 2021 and held it in 14 quarters. The position peaked at $181K in Q1 2024. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Raleigh Capital Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Raleigh Capital Management sold 4,037 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $169K.
Raleigh Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 14 quarters.
Raleigh Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $181K in Q1 2024.
720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Raleigh Capital Management's 13F filing for Q2 2025, filed 17 Jul 2025.