RAFFA WEALTH MANAGEMENT, LLC’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q2	–	Sell	-54	Closed	-$2.26K	–	1143
2025 Q1	$2.26K	Sell	54 -73	-57%	-$3.04K	﹤0.01%	596
2024 Q4	$5.17K	Buy	+127	New	+$5.5K	﹤0.01%	443
2021 Q4	–	Sell	-86	Closed	-$3.84K	–	1149
2021 Q3	$3.84K	Buy	+86	New	+$4K	﹤0.01%	437
2016 Q4	–	Sell	-996	Closed	-$32.6K	–	903
2016 Q3	$32.6K	Buy	+996	New	+$33.4K	0.02%	114

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's XLRE Position: Q2 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 54 shares — an estimated $2.26K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XLRE in Q3 2016 and held it in 4 quarters. The position peaked at $32.6K in Q3 2016. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 54 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $2.26K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 4 quarters.
RAFFA WEALTH MANAGEMENT, LLC's State Street Real Estate Select Sector SPDR ETF position peaked at $32.6K in Q3 2016.
720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2025, filed 27 Jul 2026.