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Vantage Financial Partners (Wisconsin)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$1.16M Buy
28,834
+305
+1% +$12.6K 0.24% 58
2025
Q3 		$1.2M Buy
28,529
+165
+0.6% +$6.9K 0.25% 59
2025
Q2 		$1.17M Buy
28,364
+59
+0.2% +$2.42K 0.27% 59
2025
Q1 		$1.18M Buy
+28,305
New +$1.18M 0.29% 52

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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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $4.69B AUM 20.56% 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 $1.37B AUM 19.97% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s XLRE Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 1.1% in Q4 2025, buying an estimated $12.6K and bringing the position to 28,834 shares worth $1.16M. The position accounts for 0.24% of the portfolio, ranked #58.

Vantage Financial Partners (Wisconsin) first reported a position in XLRE in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q3 2025. 774 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 28,834 shares of State Street Real Estate Select Sector SPDR ETF worth $1.16M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 305 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $12.6K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.24% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #58 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 4 quarters since.
  • Vantage Financial Partners (Wisconsin)'s State Street Real Estate Select Sector SPDR ETF position peaked at $1.2M in Q3 2025.
  • 774 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.