SMART Wealth’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

SMART Wealth’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	-74,331	Closed	-$3.11M	–	197
2025 Q1	$3.11M	Buy	74,331 +67,547	+996%	+$2.81M	1.11%	29
2024 Q4	$276K	Sell	6,784 -36,742	-84%	-$1.59M	0.1%	126
2024 Q3	$1.94M	Buy	+43,526	New	+$1.83M	0.76%	39
2023 Q3	–	Sell	-5,420	Closed	-$204K	–	87
2023 Q2	$204K	Buy	+5,420	New	+$200K	0.15%	78

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SMART Wealth's XLRE Position: Q2 2025 in Review

SMART Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 74,331 shares — an estimated $3.11M sold.

SMART Wealth first reported a position in XLRE in Q2 2023 and held it in 4 quarters. The position peaked at $3.11M in Q1 2025. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

SMART Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
SMART Wealth sold 74,331 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $3.11M.
SMART Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2023 and held it in 4 quarters.
SMART Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $3.11M in Q1 2025.
720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on SMART Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.