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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sheets Smith Wealth Management's XLRE Position: Q2 2025 in Review

Sheets Smith Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 19,778 shares — an estimated $828K sold.

Sheets Smith Wealth Management first reported a position in XLRE in Q4 2022 and held it in 10 quarters. The position peaked at $885K in Q3 2024. 721 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Sheets Smith Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 19,778 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $828K.
Sheets Smith Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 10 quarters.
Sheets Smith Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $885K in Q3 2024.
721 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.