Wealthcare Advisory Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Wealthcare Advisory Partners’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	-4,782	Closed	-$200K	–	1005
2025 Q1	$200K	Sell	4,782 -1,068	-18%	-$44.5K	0.01%	870
2024 Q4	$238K	Sell	5,850 -5,607	-49%	-$243K	0.01%	787
2024 Q3	$512K	Buy	11,457 +5,807	+103%	+$245K	0.01%	559
2024 Q2	$217K	Sell	5,650 -15,388	-73%	-$580K	0.01%	768
2024 Q1	$832K	Sell	21,038 -10,100	-32%	-$393K	0.03%	420
2023 Q4	$1.25M	Buy	31,138 +15,403	+98%	+$553K	0.05%	274
2023 Q3	$536K	Buy	15,735 +9,584	+156%	+$355K	0.02%	416
2023 Q2	$232K	Buy	6,151 +302	+5%	+$11.1K	0.01%	634
2023 Q1	$219K	Sell	5,849 -315	-5%	-$12.1K	0.01%	667
2022 Q4	$228K	Sell	6,164 -66	-1%	-$2.44K	0.01%	618
2022 Q3	$224K	Sell	6,230 -7,911	-56%	-$331K	0.01%	552
2022 Q2	$578K	Sell	14,141 -3,306	-19%	-$147K	0.04%	297
2022 Q1	$843K	Buy	17,447 +12,667	+265%	+$594K	0.05%	220
2021 Q4	$248K	Buy	+4,780	New	+$230K	0.01%	487
2021 Q2	–	Sell	-1,653	Closed	-$65K	–	1898
2021 Q1	$65K	Buy	+1,653	New	+$62.2K	﹤0.01%	800
2020 Q2	–	Sell	-1,476	Closed	-$46K	–	1383
2020 Q1	$46K	Buy	1,476 +1,118	+312%	+$41.8K	0.01%	525
2019 Q4	$14K	Buy	358 +86	+32%	+$3.33K	﹤0.01%	867
2019 Q3	$11K	Hold	272	–	–	﹤0.01%	908
2019 Q2	$10K	Hold	272	–	–	﹤0.01%	921
2019 Q1	$10K	Hold	272	–	–	﹤0.01%	824
2018 Q4	$8K	Hold	272	–	–	﹤0.01%	849
2018 Q3	$9K	Hold	272	–	–	﹤0.01%	884
2018 Q2	$9K	Buy	272 +245	+907%	+$7.66K	﹤0.01%	878
2018 Q1	$1K	Buy	+27	New	+$838	﹤0.01%	1042
2017 Q4	–	Sell	-10	Closed	–	–	1195
2017 Q3	$0	Buy	+10	New	+$325	﹤0.01%	936

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

Wealthcare Advisory Partners's XLRE Position: Q2 2025 in Review

Wealthcare Advisory Partners sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 4,782 shares — an estimated $200K sold.

Wealthcare Advisory Partners first reported a position in XLRE in Q3 2017 and held it in 25 quarters. The position peaked at $1.25M in Q4 2023. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

Wealthcare Advisory Partners reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,782 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $200K.
Wealthcare Advisory Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2017 and held it in 25 quarters.
Wealthcare Advisory Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $1.25M in Q4 2023.
720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2025, filed 22 Jul 2025.