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Wambolt & Associates’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wambolt & Associates’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 		$363K Sell
8,698
-211
-2% -$8.66K 0.12% 134
2025
Q1 		$373K Sell
8,909
-264
-3% -$11K 0.13% 129
2024
Q4 		$373K Sell
9,173
-507
-5% -$21.9K 0.12% 136
2024
Q3 		$430K Buy
9,680
+613
+7% +$25.8K 0.12% 131
2024
Q2 		$345K Buy
9,067
+460
+5% +$17.3K 0.1% 155
2024
Q1 		$334K Buy
8,607
+1,571
+22% +$61.1K 0.1% 175
2023
Q4 		$282K Buy
+7,036
New +$253K 0.09% 208

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $1.66T AUM 25.57% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wambolt & Associates's XLRE Position: Q2 2025 in Review

Wambolt & Associates reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.4% in Q2 2025, selling an estimated $8.66K and leaving 8,698 shares worth $363K. The position accounts for 0.12% of the portfolio, ranked #134.

Wambolt & Associates first reported a position in XLRE in Q4 2023 and has held it in 7 quarters since. The position peaked at $430K in Q3 2024. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

  • Wambolt & Associates held 8,698 shares of State Street Real Estate Select Sector SPDR ETF worth $363K as of Q2 2025.
  • Wambolt & Associates sold 211 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $8.66K.
  • State Street Real Estate Select Sector SPDR ETF made up 0.12% of Wambolt & Associates's portfolio in Q2 2025, its #134 holding.
  • Wambolt & Associates first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 7 quarters since.
  • Wambolt & Associates's State Street Real Estate Select Sector SPDR ETF position peaked at $430K in Q3 2024.
  • 720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.