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Sheaff Brock Investment Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Sheaff Brock Investment 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
Q1 		$286K Sell
6,828
-206
-3% -$8.58K 0.03% 339
2024
Q4 		$286K Buy
7,034
+4
+0.1% +$173 0.02% 345
2024
Q3 		$314K Buy
7,030
+227
+3% +$9.56K 0.03% 326
2024
Q2 		$261K Sell
6,803
-141
-2% -$5.31K 0.02% 343
2024
Q1 		$275K Buy
6,944
+1
+0% +$39 0.02% 369
2023
Q4 		$278K Buy
6,943
+1
+0% +$36 0.02% 356
2023
Q3 		$237K Buy
6,942
+1
+0% +$37 0.02% 373
2023
Q2 		$262K Buy
6,941
+2
+0% +$74 0.02% 376
2023
Q1 		$259K Sell
6,939
-8
-0.1% -$307 0.02% 387
2022
Q4 		$257K Buy
6,947
+10
+0.1% +$369 0.03% 370
2022
Q3 		$250K Sell
6,937
-599
-8% -$25.1K 0.03% 373
2022
Q2 		$308K Buy
7,536
+1
+0% +$45 0.03% 336
2022
Q1 		$365K Buy
7,535
+1,001
+15% +$46.9K 0.03% 332
2021
Q4 		$339K Buy
+6,534
New +$314K 0.02% 350
2017
Q4 		– Sell
-9,571
Closed -$309K – 575
2017
Q3 		$309K Sell
9,571
-2,237
-19% -$72.6K 0.04% 353
2017
Q2 		$380K Buy
11,808
+1,004
+9% +$32.1K 0.05% 336
2017
Q1 		$341K Buy
+10,804
New +$337K 0.04% 360

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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Sheaff Brock Investment Advisors's XLRE Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.9% in Q1 2025, selling an estimated $8.58K and leaving 6,828 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #339.

Sheaff Brock Investment Advisors first reported a position in XLRE in Q1 2017 and has held it in 17 quarters since. The position peaked at $380K in Q2 2017. 744 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

  • Sheaff Brock Investment Advisors held 6,828 shares of State Street Real Estate Select Sector SPDR ETF worth $286K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 206 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $8.58K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #339 holding.
  • Sheaff Brock Investment Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2017 and has held it in 17 quarters since.
  • Sheaff Brock Investment Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $380K in Q2 2017.
  • 744 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.