SW
XLRE icon

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

SVB 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
-3,392
Closed -$142K – 1648
2025
Q1 		$142K Buy
+3,392
New +$141K 0.01% 354
2024
Q2 		– Sell
-7,530
Closed -$298K – 836
2024
Q1 		$298K Sell
7,530
-1,648
-18% -$64.1K 0.01% 639
2023
Q4 		$368K Sell
9,178
-954
-9% -$34.3K 0.01% 568
2023
Q3 		$345K Buy
10,132
+90
+0.9% +$3.33K 0.01% 570
2023
Q2 		$378K Buy
10,042
+133
+1% +$4.91K 0.01% 576
2023
Q1 		$370K Sell
9,909
-700
-7% -$26.9K 0.01% 641
2022
Q4 		$392K Buy
+10,609
New +$392K 0.01% 632
2020
Q2 		– Sell
-20,837
Closed -$646K – 687
2020
Q1 		$646K Sell
20,837
-1,640
-7% -$61.3K 0.02% 281
2019
Q4 		$869K Buy
+22,477
New +$870K 0.02% 328

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $152B AUM 31.61% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return