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

AmeriFlex 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
2026 Q1	$26.8K	Hold	657	–	–	0.01%	552
2025 Q4	$26.5K	Buy	657 +343	+109%	+$14.1K	0.01%	547
2025 Q3	$13.2K	Sell	314 -343	-52%	-$14.3K	0.01%	719
2025 Q2	$26.9K	Sell	657 -2,600	-80%	-$107K	0.01%	507
2025 Q1	$136K	Buy	3,257 +63	+2%	+$2.62K	0.06%	286
2024 Q4	$132K	Buy	+3,194	New	+$138K	0.06%	261

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

AmeriFlex Group's XLRE Position: Q1 2026 in Review

AmeriFlex Group held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 657 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #552.

AmeriFlex Group first reported a position in XLRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $136K in Q1 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

AmeriFlex Group held 657 shares of State Street Real Estate Select Sector SPDR ETF worth $26.8K as of Q1 2026.
AmeriFlex Group left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of AmeriFlex Group's portfolio in Q1 2026, its #552 holding.
AmeriFlex Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's State Street Real Estate Select Sector SPDR ETF position peaked at $136K in Q1 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.