World Equity Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

World Equity 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 Q2	–	Sell	-5,049	Closed	-$212K	–	358
2025 Q1	$212K	Sell	5,049 -8,655	-63%	-$361K	0.06%	285
2024 Q4	$557K	Buy	+13,704	New	+$593K	0.12%	181
2024 Q2	–	Sell	-37,271	Closed	-$1.47M	–	331
2024 Q1	$1.47M	Buy	37,271 +3,256	+10%	+$127K	0.3%	85
2023 Q4	$1.36M	Buy	34,015 +18,650	+121%	+$670K	0.27%	89
2023 Q3	$328K	Buy	15,365 +1,504	+11%	+$55.7K	0.07%	251
2023 Q2	$522K	Sell	13,861 -7,567	-35%	-$279K	0.15%	175
2023 Q1	$652K	Buy	+21,428	New	+$823K	0.1%	224
2022 Q3	–	Sell	-14,501	Closed	-$593K	–	361
2022 Q2	$593K	Buy	14,501 +9,625	+197%	+$429K	0.15%	159
2022 Q1	$236K	Buy	+4,876	New	+$229K	0.05%	316

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

World Equity Group's XLRE Position: Q2 2025 in Review

World Equity Group sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2025, closing a stake of 5,049 shares — an estimated $212K sold.

World Equity Group first reported a position in XLRE in Q1 2022 and held it in 9 quarters. The position peaked at $1.47M in Q1 2024. 720 funds tracked by Wall St. Rank hold XLRE as of Q2 2025.

World Equity Group reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
World Equity Group sold 5,049 State Street Real Estate Select Sector SPDR ETF shares in Q2 2025, an estimated $212K.
World Equity Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and held it in 9 quarters.
World Equity Group's State Street Real Estate Select Sector SPDR ETF position peaked at $1.47M in Q1 2024.
720 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2025.

Based on World Equity Group's 13F filing for Q2 2025, filed 15 Jul 2025.