SSWM
XLRE icon

Sheets Smith Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Sheets Smith Wealth Management’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
-19,778
Closed -$828K – 410
2025
Q1 		$828K Sell
19,778
-24
-0.1% -$1K 0.1% 181
2024
Q4 		$805K Hold
19,802
– – 0.1% 184
2024
Q3 		$885K Hold
19,802
– – 0.11% 170
2024
Q2 		$761K Buy
19,802
+231
+1% +$8.7K 0.09% 180
2024
Q1 		$774K Buy
19,571
+1,274
+7% +$49.5K 0.09% 186
2023
Q4 		$733K Sell
18,297
-1,487
-8% -$53.4K 0.1% 168
2023
Q3 		$674K Buy
19,784
+3,763
+23% +$139K 0.1% 170
2023
Q2 		$604K Buy
16,021
+856
+6% +$31.6K 0.09% 189
2023
Q1 		$567K Hold
15,165
– – 0.09% 184
2022
Q4 		$560K Buy
+15,165
New +$560K 0.09% 183

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 $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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B 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 $761B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return