Windsor Advisory Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Windsor Advisory Group’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	-162	Closed	-$6.83K	–	97
2025 Q3	$6.83K	Buy	+162	New	+$6.78K	0.01%	80
2023 Q2	–	Sell	-69	Closed	-$2.58K	–	73
2023 Q1	$2.58K	Hold	69	–	–	0.01%	68
2022 Q4	$2.55K	Buy	+69	New	+$2.55K	0.01%	69

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

Windsor Advisory Group's XLRE Position: Q4 2025 in Review

Windsor Advisory Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2025, closing a stake of 162 shares — an estimated $6.83K sold.

Windsor Advisory Group first reported a position in XLRE in Q4 2022 and held it in 3 quarters. The position peaked at $6.83K in Q3 2025. 774 funds tracked by Wall St. Rank hold XLRE as of Q4 2025.

Windsor Advisory Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Windsor Advisory Group sold 162 State Street Real Estate Select Sector SPDR ETF shares in Q4 2025, an estimated $6.83K.
Windsor Advisory Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
Windsor Advisory Group's State Street Real Estate Select Sector SPDR ETF position peaked at $6.83K 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 Windsor Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.