Wealth Advisory Team’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wealth Advisory Team’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	$248K	Buy	+5,991	New	+$246K	0.23%	34

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

Wealth Advisory Team's XLRE Position: Q2 2025 in Review

Wealth Advisory Team opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025: 5,991 shares worth $248K. The stake represents 0.23% of the portfolio and ranks #34 among its holdings.

720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Wealth Advisory Team held 5,991 shares of State Street Real Estate Select Sector SPDR ETF worth $248K as of Q2 2025.
State Street Real Estate Select Sector SPDR ETF was a new Wealth Advisory Team position in Q2 2025.
State Street Real Estate Select Sector SPDR ETF made up 0.23% of Wealth Advisory Team's portfolio in Q2 2025, its #34 holding.
720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Wealth Advisory Team's 13F filing for Q2 2025, filed 25 Jul 2025.