WealthTrak Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

WealthTrak Capital 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 Q4	–	Sell	-9,044	Closed	-$381K	–	78
2025 Q3	$381K	Buy	9,044 +452	+5%	+$18.9K	0.31%	62
2025 Q2	$356K	Buy	8,592 +235	+3%	+$9.65K	0.3%	59
2025 Q1	$350K	Buy	8,357 +1	+0%	+$42	0.3%	51
2024 Q4	$340K	Buy	+8,356	New	+$362K	0.29%	59

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

Two Sigma Investments New York $124B AUM 33.93% 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

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

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return

WealthTrak Capital Management's XLRE Position: Q4 2025 in Review

WealthTrak Capital Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 9,044 shares — an estimated $381K sold.

WealthTrak Capital Management first reported a position in XLRE in Q4 2024 and held it in 4 quarters. The position peaked at $381K in Q3 2025. 774 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

WealthTrak Capital Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
WealthTrak Capital Management sold 9,044 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $381K.
WealthTrak Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
WealthTrak Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $381K in Q3 2025.
774 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2025.

Based on WealthTrak Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.