Rational Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Rational Advisors’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 Q3	–	Sell	-16,714	Closed	-$692K	–	216
2025 Q2	$692K	Sell	16,714 -343	-2%	-$14.1K	0.07%	93
2025 Q1	$714K	Buy	17,057 +2,907	+21%	+$121K	0.07%	92
2024 Q4	$575K	Buy	+14,150	New	+$612K	0.06%	90

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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

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

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

Rational Advisors's XLRE Position: Q3 2025 in Review

Rational Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 16,714 shares — an estimated $692K sold.

Rational Advisors first reported a position in XLRE in Q4 2024 and held it in 3 quarters. The position peaked at $714K in Q1 2025. 725 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

Rational Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Rational Advisors sold 16,714 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $692K.
Rational Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
Rational Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $714K in Q1 2025.
725 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on Rational Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.