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

WMG 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
Q3 		– Sell
-8,750
Closed -$362K – 219
2025
Q2 		$362K Hold
8,750
– – 0.13% 106
2025
Q1 		$366K Sell
8,750
-1,200
-12% -$50K 0.16% 91
2024
Q4 		$405K Buy
+9,950
New +$431K 0.17% 83

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WMG Financial Advisors's XLRE Position: Q3 2025 in Review

WMG Financial Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q3 2025, closing a stake of 8,750 shares — an estimated $362K sold.

WMG Financial Advisors first reported a position in XLRE in Q4 2024 and held it in 3 quarters. The position peaked at $405K in Q4 2024. 726 funds tracked by Wall St. Rank hold XLRE as of Q3 2025.

  • WMG Financial Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 8,750 State Street Real Estate Select Sector SPDR ETF shares in Q3 2025, an estimated $362K.
  • WMG Financial Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
  • WMG Financial Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $405K in Q4 2024.
  • 726 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q3 2025.

Based on WMG Financial Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.