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

Smallwood Wealth Investment 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
Q3 		– Sell
-20
Closed -$828 – 596
2025
Q2 		$828 Buy
+20
New +$821 ﹤0.01% 477

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Smallwood Wealth Investment Management's XLRE Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 20 shares — an estimated $828 sold.

Smallwood Wealth Investment Management first reported a position in XLRE in Q2 2025 and held it in 1 quarter. The position peaked at $828 in Q2 2025. 724 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 20 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $828.
  • Smallwood Wealth Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $828 in Q2 2025.
  • 724 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.