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

Stockman 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 Q1	–	Sell	-8,966	Closed	-$365K	–	176
2024 Q4	$365K	Buy	8,966 +256	+3%	+$11.1K	0.06%	125
2024 Q3	$389K	Hold	8,710	–	–	0.06%	128
2024 Q2	$335K	Hold	8,710	–	–	0.06%	131
2024 Q1	$344K	Buy	8,710 +128	+1%	+$4.98K	0.06%	131
2023 Q4	$344K	Sell	8,582 -1,133	-12%	-$40.7K	0.07%	127
2023 Q3	$331K	Buy	9,715 +1,383	+17%	+$51.2K	0.07%	130
2023 Q2	$314K	Sell	8,332 -50	-0.6%	-$1.84K	0.07%	141
2023 Q1	$313K	Buy	8,382 +1,309	+19%	+$50.3K	0.07%	150
2022 Q4	$261K	Buy	+7,073	New	+$261K	0.06%	166

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Stockman Wealth Management's XLRE Position: Q1 2025 in Review

Stockman Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 8,966 shares — an estimated $365K sold.

Stockman Wealth Management first reported a position in XLRE in Q4 2022 and held it in 9 quarters. The position peaked at $389K in Q3 2024. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

Stockman Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Stockman Wealth Management sold 8,966 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $365K.
Stockman Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
Stockman Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $389K in Q3 2024.
743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Stockman Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.