Angeles Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Angeles Wealth Management’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	$58.8K	Buy	1,440 +1,277	+783%	+$53.5K	﹤0.01%	463
2025 Q4	$6.58K	Sell	163 -234	-59%	-$9.63K	﹤0.01%	457
2025 Q3	$16.7K	Hold	397	–	–	﹤0.01%	390
2025 Q2	$16.4K	Hold	397	–	–	﹤0.01%	405
2025 Q1	$16.6K	Buy	397 +98	+33%	+$4.08K	﹤0.01%	356
2024 Q4	$12.2K	Sell	299 -2,500	-89%	-$108K	﹤0.01%	361
2024 Q3	$125K	Buy	2,799 +2,636	+1,617%	+$111K	0.01%	275
2024 Q2	$6.26K	Sell	163 -380	-70%	-$14.3K	﹤0.01%	295
2024 Q1	$21.5K	Hold	543	–	–	﹤0.01%	271
2023 Q4	$21.8K	Buy	+543	New	+$19.5K	﹤0.01%	243

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

Angeles Wealth Management's XLRE Position: Q1 2026 in Review

Angeles Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 783% in Q1 2026, buying an estimated $53.5K and bringing the position to 1,440 shares worth $58.8K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Angeles Wealth Management first reported a position in XLRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $125K in Q3 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Angeles Wealth Management held 1,440 shares of State Street Real Estate Select Sector SPDR ETF worth $58.8K as of Q1 2026.
Angeles Wealth Management bought 1,277 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $53.5K.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #463 holding.
Angeles Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Angeles Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $125K in Q3 2024.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.