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VCI Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

VCI Wealth 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
Q3 		– Sell
-13,915
Closed -$576K – 144
2025
Q2 		$576K Buy
13,915
+1,080
+8% +$44.3K 0.2% 94
2025
Q1 		$537K Sell
12,835
-2,150
-14% -$89.6K 0.23% 93
2024
Q4 		$609K Buy
14,985
+6,130
+69% +$265K 0.26% 75
2024
Q3 		$396K Sell
8,855
-13,161
-60% -$555K 0.18% 84
2024
Q2 		$846K Buy
+22,016
New +$829K 0.42% 58

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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 $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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VCI Wealth Management's XLRE Position: Q3 2025 in Review

VCI Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 13,915 shares — an estimated $576K sold.

VCI Wealth Management first reported a position in XLRE in Q2 2024 and held it in 5 quarters. The position peaked at $846K in Q2 2024. 725 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

  • VCI Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • VCI Wealth Management sold 13,915 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $576K.
  • VCI Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2024 and held it in 5 quarters.
  • VCI Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $846K in Q2 2024.
  • 725 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on VCI Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.