1 North Wealth Services’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

1 North Wealth Services’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
2026 Q1	–	Sell	-45	Closed	-$1.82K	–	290
2025 Q4	$1.82K	Hold	45	–	–	﹤0.01%	252
2025 Q3	$1.9K	Hold	45	–	–	﹤0.01%	233
2025 Q2	$1.86K	Hold	45	–	–	﹤0.01%	238
2025 Q1	$1.88K	Buy	+45	New	+$1.87K	﹤0.01%	234

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

1 North Wealth Services's XLRE Position: Q1 2026 in Review

1 North Wealth Services sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 45 shares — an estimated $1.82K sold.

1 North Wealth Services first reported a position in XLRE in Q1 2025 and held it in 4 quarters. The position peaked at $1.9K in Q3 2025. 755 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

1 North Wealth Services reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
1 North Wealth Services sold 45 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $1.82K.
1 North Wealth Services first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and held it in 4 quarters.
1 North Wealth Services's State Street Real Estate Select Sector SPDR ETF position peaked at $1.9K in Q3 2025.
755 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.