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

Rise 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 Q4	–	Sell	-2	Closed	-$87	–	1457
2025 Q3	$87	Sell	2 -2	-50%	-$84	﹤0.01%	1490
2025 Q2	$169	Buy	4 +2	+100%	+$82	﹤0.01%	1485
2025 Q1	$85	Hold	2	–	–	﹤0.01%	1462
2024 Q4	$82	Buy	+2	New	+$87	﹤0.01%	1113
2022 Q3	–	Sell	-144	Closed	-$6K	–	753
2022 Q2	$6K	Buy	+144	New	+$6.42K	0.01%	428

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

Two Sigma Investments New York $138B AUM 41.87% 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

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

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Rise Advisors's XLRE Position: Q4 2025 in Review

Rise Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 2 shares — an estimated $87 sold.

Rise Advisors first reported a position in XLRE in Q2 2022 and held it in 5 quarters. The position peaked at $6K in Q2 2022. 779 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Rise Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 2 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $87.
Rise Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and held it in 5 quarters.
Rise Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $6K in Q2 2022.
779 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.