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

Symmetry Partners’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	-50,401	Closed	-$2.05M	–	142
2024 Q4	$2.05M	Buy	+50,401	New	+$2.18M	0.29%	46
2024 Q2	–	Sell	-35,810	Closed	-$1.42M	–	552
2024 Q1	$1.42M	Buy	+35,810	New	+$1.39M	0.11%	129
2019 Q4	–	Sell	-40,594	Closed	-$1.6M	–	375
2019 Q3	$1.6M	Sell	40,594 -35,298	-47%	-$1.35M	0.33%	47
2019 Q2	$2.79M	Buy	75,892 +41,283	+119%	+$1.51M	0.57%	34
2019 Q1	$1.25M	Buy	+34,609	New	+$1.18M	0.21%	62

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 $20.6B AUM 59.59% 1-Year Est. Return

Symmetry Partners's XLRE Position: Q1 2025 in Review

Symmetry Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 50,401 shares — an estimated $2.05M sold.

Symmetry Partners first reported a position in XLRE in Q1 2019 and held it in 5 quarters. The position peaked at $2.79M in Q2 2019. 744 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

Symmetry Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Symmetry Partners sold 50,401 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $2.05M.
Symmetry Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2019 and held it in 5 quarters.
Symmetry Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $2.79M in Q2 2019.
744 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on Symmetry Partners's 13F filing for Q1 2025, filed 23 Apr 2025.