SAG
XLRE icon

SageView Advisory Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

SageView Advisory Group’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 		$17.5K Buy
+434
New +$17.9K ﹤0.01% 1508
2024
Q1 		– Sell
-13,585
Closed -$522K – 886
2023
Q4 		$522K Sell
13,585
-31,318
-70% -$1.12M 0.02% 385
2023
Q3 		$1.53M Buy
44,903
+318
+0.7% +$11.8K 0.09% 139
2023
Q2 		$1.68M Buy
44,585
+3,340
+8% +$123K 0.09% 134
2023
Q1 		$1.54M Sell
41,245
-8,888
-18% -$341K 0.1% 136
2022
Q4 		$1.85M Buy
+50,133
New +$1.85M 0.15% 103

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return