Smith Shellnut Wilson’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Smith Shellnut Wilson’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	-5,224	Closed	-$219K	–	146
2025 Q1	$219K	Hold	5,224	–	–	0.1%	130
2024 Q4	$212K	Sell	5,224 -30	-0.6%	-$1.3K	0.09%	140
2024 Q3	$235K	Buy	+5,254	New	+$221K	0.11%	132
2022 Q4	–	Sell	-8,414	Closed	-$303K	–	133
2022 Q3	$303K	Sell	8,414 -300	-3%	-$12.6K	0.2%	87
2022 Q2	$356K	Buy	8,714 +2,470	+40%	+$110K	0.22%	78
2022 Q1	$302K	Buy	6,244 +360	+6%	+$16.9K	0.16%	112
2021 Q4	$305K	Buy	5,884 +909	+18%	+$43.7K	0.15%	118
2021 Q3	$221K	Buy	+4,975	New	+$231K	0.13%	132

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

Smith Shellnut Wilson's XLRE Position: Q2 2025 in Review

Smith Shellnut Wilson sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 5,224 shares — an estimated $219K sold.

Smith Shellnut Wilson first reported a position in XLRE in Q3 2021 and held it in 8 quarters. The position peaked at $356K in Q2 2022. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Smith Shellnut Wilson reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Smith Shellnut Wilson sold 5,224 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $219K.
Smith Shellnut Wilson first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2021 and held it in 8 quarters.
Smith Shellnut Wilson's State Street Real Estate Select Sector SPDR ETF position peaked at $356K in Q2 2022.
720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Smith Shellnut Wilson's 13F filing for Q2 2025, filed 5 Aug 2025.