West Financial Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

West Financial Advisors’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 Q1	–	Sell	-66,005	Closed	-$2.68M	–	226
2024 Q4	$2.68M	Buy	66,005 +7,912	+14%	+$342K	0.52%	24
2024 Q3	$2.6M	Buy	+58,093	New	+$2.45M	0.5%	23
2022 Q1	–	Sell	-23,869	Closed	-$1.24M	–	201
2021 Q4	$1.24M	Buy	23,869 +2,545	+12%	+$122K	0.33%	24
2021 Q3	$948K	Buy	21,324 +5,663	+36%	+$263K	0.28%	26
2021 Q2	$694K	Buy	+15,661	New	+$671K	0.21%	25

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

West Financial Advisors's XLRE Position: Q1 2025 in Review

West Financial Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2025, closing a stake of 66,005 shares — an estimated $2.68M sold.

West Financial Advisors first reported a position in XLRE in Q2 2021 and held it in 5 quarters. The position peaked at $2.68M in Q4 2024. 743 funds tracked by Wall St. Rank hold XLRE as of Q1 2025.

West Financial Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
West Financial Advisors sold 66,005 State Street Real Estate Select Sector SPDR ETF shares in Q1 2025, an estimated $2.68M.
West Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2021 and held it in 5 quarters.
West Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $2.68M in Q4 2024.
743 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2025.

Based on West Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.