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Resources Management Corp’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Resources Management Corp’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
-16
Closed -$1K – 445
2025
Q1 		$1K Sell
16
-40
-71% -$1.67K ﹤0.01% 417
2024
Q4 		$2K Sell
56
-80
-59% -$3.46K ﹤0.01% 404
2024
Q3 		$6K Hold
136
– – ﹤0.01% 385
2024
Q2 		$5K Hold
136
– – ﹤0.01% 380
2024
Q1 		$5K Hold
136
– – ﹤0.01% 394
2023
Q4 		$5K Hold
136
– – ﹤0.01% 396
2023
Q3 		$5K Hold
136
– – ﹤0.01% 397
2023
Q2 		$5K Sell
136
-39
-22% -$1.44K ﹤0.01% 398
2023
Q1 		$3K Sell
175
-23
-12% -$883 ﹤0.01% 434
2022
Q4 		$7K Hold
198
– – ﹤0.01% 396
2022
Q3 		$7K Sell
198
-41
-17% -$1.72K ﹤0.01% 410
2022
Q2 		$10K Sell
239
-417
-64% -$18.6K ﹤0.01% 404
2022
Q1 		$32K Buy
656
+13
+2% +$609 ﹤0.01% 340
2021
Q4 		$33K Hold
643
– – ﹤0.01% 352
2021
Q3 		$29K Hold
643
– – ﹤0.01% 348
2021
Q2 		$29K Sell
643
-3
-0.5% -$129 ﹤0.01% 358
2021
Q1 		$26K Sell
646
-67
-9% -$2.52K ﹤0.01% 352
2020
Q4 		$26K Sell
713
-68
-9% -$2.47K ﹤0.01% 349
2020
Q3 		$28K Buy
781
+47
+6% +$1.68K 0.01% 327
2020
Q2 		$26K Sell
734
-13
-2% -$439 0.01% 332
2020
Q1 		$23K Hold
747
– – 0.01% 336
2019
Q4 		$29K Hold
747
– – 0.01% 324
2019
Q3 		$29K Buy
+747
New +$28.7K 0.01% 342
2018
Q4 		$22K Hold
720
– – ﹤0.01% 350
2018
Q3 		$23K Buy
+720
New +$23.9K ﹤0.01% 338

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Resources Management Corp's XLRE Position: Q2 2025 in Review

Resources Management Corp sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 16 shares — an estimated $1K sold.

Resources Management Corp first reported a position in XLRE in Q3 2018 and held it in 25 quarters. The position peaked at $33K in Q4 2021. 721 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

  • Resources Management Corp reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Resources Management Corp sold 16 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $1K.
  • Resources Management Corp first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2018 and held it in 25 quarters.
  • Resources Management Corp's State Street Real Estate Select Sector SPDR ETF position peaked at $33K in Q4 2021.
  • 721 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Resources Management Corp's 13F filing for Q2 2025, filed 15 Aug 2025.