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

RTD Financial 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
Q2 		– Sell
-15,134
Closed -$633K – 122
2025
Q1 		$633K Sell
15,134
-16,787
-53% -$699K 0.09% 76
2024
Q4 		$1.3M Sell
31,921
-77,892
-71% -$3.37M 0.17% 59
2024
Q3 		$4.91M Sell
109,813
-39,027
-26% -$1.64M 0.62% 37
2024
Q2 		$5.72M Sell
148,840
-3,221
-2% -$121K 0.77% 34
2024
Q1 		$6.01M Sell
152,061
-1,361
-0.9% -$52.9K 0.81% 34
2023
Q4 		$6.15M Buy
153,422
+63,340
+70% +$2.27M 0.86% 33
2023
Q3 		$3.07M Buy
90,082
+29,915
+50% +$1.11M 0.47% 42
2023
Q2 		$2.27M Sell
60,167
-1,746
-3% -$64.4K 0.33% 48
2023
Q1 		$2.31M Buy
61,913
+29,933
+94% +$1.15M 0.36% 45
2022
Q4 		$1.18M Buy
31,980
+4,607
+17% +$170K 0.19% 54
2022
Q3 		$986K Sell
27,373
-374
-1% -$15.7K 0.18% 54
2022
Q2 		$1.13M Buy
27,747
+6,941
+33% +$310K 0.17% 58
2022
Q1 		$1M Buy
20,806
+273
+1% +$12.8K 0.14% 62
2021
Q4 		$1.06M Buy
+20,533
New +$988K 0.14% 63

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

RTD Financial Advisors's XLRE Position: Q2 2025 in Review

RTD Financial Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 15,134 shares — an estimated $633K sold.

RTD Financial Advisors first reported a position in XLRE in Q4 2021 and held it in 14 quarters. The position peaked at $6.15M in Q4 2023. 721 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

  • RTD Financial Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • RTD Financial Advisors sold 15,134 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $633K.
  • RTD Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 14 quarters.
  • RTD Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $6.15M in Q4 2023.
  • 721 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on RTD Financial Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.