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	–	1646
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SVB Wealth's XLRE Position: Q2 2025 in Review

SVB Wealth sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 3,392 shares — an estimated $142K sold.

SVB Wealth first reported a position in XLRE in Q4 2019 and held it in 9 quarters. The position peaked at $869K in Q4 2019. 721 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

SVB Wealth reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 3,392 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $142K.
SVB Wealth first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 9 quarters.
SVB Wealth's State Street Real Estate Select Sector SPDR ETF position peaked at $869K in Q4 2019.
721 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.