Symmetry Investments’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Symmetry Investments’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 Q4	–	Sell	-240,500	Closed	-$10.1M	–	209
2025 Q3	$10.1M	Buy	+240,500	New	+$10.1M	0.49%	37
2024 Q4	–	Sell	-223,900	Closed	-$10M	–	208
2024 Q3	$10M	Buy	223,900 +165,100	+281%	+$6.96M	1.41%	18
2024 Q2	$2.26M	Sell	58,800 -105,472	-64%	-$3.97M	0.25%	76
2024 Q1	$6.49M	Buy	+164,272	New	+$6.39M	0.39%	39
2023 Q4	–	Sell	-120,924	Closed	-$4.12M	–	248
2023 Q3	$4.12M	Buy	+120,924	New	+$4.47M	0.84%	39

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

Two Sigma Investments New York $138B AUM 41.87% 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

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

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Symmetry Investments's XLRE Position: Q4 2025 in Review

Symmetry Investments sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 240,500 shares — an estimated $10.1M sold.

Symmetry Investments first reported a position in XLRE in Q3 2023 and held it in 5 quarters. The position peaked at $10.1M in Q3 2025. 779 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Symmetry Investments reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Symmetry Investments sold 240,500 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $10.1M.
Symmetry Investments first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2023 and held it in 5 quarters.
Symmetry Investments's State Street Real Estate Select Sector SPDR ETF position peaked at $10.1M in Q3 2025.
779 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Symmetry Investments's 13F filing for Q4 2025, filed 17 Feb 2026.