SIM
XLRE icon

Seaview Investment Managers’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Seaview Investment Managers’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
-34,144
Closed -$1.43M – 151
2025
Q1 		$1.43M Sell
34,144
-910
-3% -$37.9K 0.35% 34
2024
Q4 		$1.43M Sell
35,054
-16,605
-32% -$719K 0.39% 36
2024
Q3 		$2.31M Buy
51,659
+44,596
+631% +$1.88M 0.69% 34
2024
Q2 		$271K Buy
7,063
+794
+13% +$29.9K 0.08% 68
2024
Q1 		$248K Sell
6,269
-1,718
-22% -$66.8K 0.07% 73
2023
Q4 		$320K Buy
+7,987
New +$287K 0.1% 63
2023
Q3 		– Sell
-5,439
Closed -$205K – 117
2023
Q2 		$205K Sell
5,439
-1,314
-19% -$48.5K 0.07% 88
2023
Q1 		$252K Buy
6,753
+78
+1% +$3K 0.09% 86
2022
Q4 		$247K Sell
6,675
-313
-4% -$11.6K 0.1% 72
2022
Q3 		$252K Sell
6,988
-13,743
-66% -$576K 0.1% 70
2022
Q2 		$847K Buy
20,731
+495
+2% +$22.1K 0.38% 45
2022
Q1 		$978K Buy
20,236
+368
+2% +$17.3K 0.33% 52
2021
Q4 		$1.03M Buy
19,868
+14,823
+294% +$713K 0.36% 50
2021
Q3 		$224K Buy
+5,045
New +$234K 0.11% 84
2021
Q1 		– Sell
-10,264
Closed -$375K – 160
2020
Q4 		$375K Buy
10,264
+6,496
+172% +$236K 0.26% 57
2020
Q3 		$128K Buy
+3,768
New +$134K 0.12% 49

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Seaview Investment Managers's XLRE Position: Q2 2025 in Review

Seaview Investment Managers sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 34,144 shares — an estimated $1.43M sold.

Seaview Investment Managers first reported a position in XLRE in Q3 2020 and held it in 16 quarters. The position peaked at $2.31M in Q3 2024. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

  • Seaview Investment Managers reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Seaview Investment Managers sold 34,144 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $1.43M.
  • Seaview Investment Managers first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2020 and held it in 16 quarters.
  • Seaview Investment Managers's State Street Real Estate Select Sector SPDR ETF position peaked at $2.31M in Q3 2024.
  • 720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Seaview Investment Managers's 13F filing for Q2 2025, filed 12 Aug 2025.