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Tortoise Investment Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-735
Closed -$31K – 1490
2025
Q3 		$31K Buy
735
+32
+5% +$1.34K ﹤0.01% 455
2025
Q2 		$29.1K Hold
703
– – ﹤0.01% 457
2025
Q1 		$29.4K Buy
703
+2
+0.3% +$83 ﹤0.01% 446
2024
Q4 		$28.5K Buy
701
+5
+0.7% +$216 ﹤0.01% 503
2024
Q3 		$31.1K Buy
696
+2
+0.3% +$84 ﹤0.01% 494
2024
Q2 		$26.6K Buy
694
+4
+0.6% +$151 ﹤0.01% 490
2024
Q1 		$27.3K Buy
690
+3
+0.4% +$117 ﹤0.01% 467
2023
Q4 		$27.5K Buy
687
+150
+28% +$5.39K ﹤0.01% 451
2023
Q3 		$18.3K Buy
537
+7
+1% +$259 ﹤0.01% 470
2023
Q2 		$20K Buy
530
+272
+105% +$10K ﹤0.01% 465
2023
Q1 		$9.64K Hold
258
– – ﹤0.01% 556
2022
Q4 		$9.53K Hold
258
– – ﹤0.01% 546
2022
Q3 		$9K Hold
258
– – ﹤0.01% 554
2022
Q2 		$11K Hold
258
– – ﹤0.01% 511
2022
Q1 		$12K Hold
258
– – ﹤0.01% 485
2021
Q4 		$13K Hold
258
– – ﹤0.01% 457
2021
Q3 		$11K Hold
258
– – ﹤0.01% 462
2021
Q2 		$11K Hold
258
– – ﹤0.01% 462
2021
Q1 		$10K Hold
258
– – ﹤0.01% 447
2020
Q4 		$9K Hold
258
– – ﹤0.01% 434
2020
Q3 		$9K Hold
258
– – ﹤0.01% 395
2020
Q2 		$9K Hold
258
– – ﹤0.01% 383
2020
Q1 		$8K Hold
258
– – ﹤0.01% 400
2019
Q4 		$10K Hold
258
– – ﹤0.01% 416
2019
Q3 		$10K Hold
258
– – ﹤0.01% 407
2019
Q2 		$9K Hold
258
– – ﹤0.01% 448
2019
Q1 		$9K Hold
258
– – ﹤0.01% 429
2018
Q4 		$8K Buy
+258
New +$8.36K ﹤0.01% 414
2017
Q2 		– Sell
-5
Closed – – 521
2017
Q1 		$0 Hold
5
– – ﹤0.01% 518
2016
Q4 		$0 Sell
5
-35
-88% -$1.07K ﹤0.01% 507
2016
Q3 		$1K Buy
+40
New +$1.34K ﹤0.01% 430

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Tortoise Investment Management's XLRE Position: Q4 2025 in Review

Tortoise Investment Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 735 shares — an estimated $31K sold.

Tortoise Investment Management first reported a position in XLRE in Q3 2016 and held it in 31 quarters. The position peaked at $31.1K in Q3 2024. 776 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

  • Tortoise Investment Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 735 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $31K.
  • Tortoise Investment Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 31 quarters.
  • Tortoise Investment Management's State Street Real Estate Select Sector SPDR ETF position peaked at $31.1K in Q3 2024.
  • 776 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.