Arkadios Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Arkadios Wealth 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
2026 Q1	$1.22M	Buy	29,769 +5,045	+20%	+$211K	0.02%	699
2025 Q4	$998K	Buy	24,724 +1,328	+6%	+$54.7K	0.02%	704
2025 Q3	$986K	Buy	23,396 +5,372	+30%	+$225K	0.02%	643
2025 Q2	$747K	Sell	18,024 -908	-5%	-$37.3K	0.02%	693
2025 Q1	$792K	Sell	18,932 -1,202	-6%	-$50.1K	0.03%	534
2024 Q4	$819K	Buy	20,134 +3,301	+20%	+$143K	0.04%	380
2024 Q3	$752K	Buy	+16,833	New	+$709K	0.04%	404
2022 Q2	–	Sell	-4,559	Closed	-$220K	–	611
2022 Q1	$220K	Sell	4,559 -96	-2%	-$4.5K	0.03%	510
2021 Q4	$241K	Sell	4,655 -3,873	-45%	-$186K	0.03%	500
2021 Q3	$379K	Buy	8,528 +5,950	+231%	+$276K	0.05%	355
2021 Q2	$114K	Buy	2,578 +1,064	+70%	+$45.6K	0.01%	683
2021 Q1	$59K	Buy	1,514 +1,034	+215%	+$38.9K	0.01%	650
2020 Q4	$17K	Buy	480 +355	+284%	+$12.9K	﹤0.01%	815
2020 Q3	$4.51K	Sell	125 -375	-75%	-$13.4K	﹤0.01%	862
2020 Q2	$17.4K	Sell	500 -75	-13%	-$2.54K	0.01%	567
2020 Q1	$17.8K	Buy	575 +75	+15%	+$2.8K	0.01%	508
2019 Q4	$20.7K	Buy	+500	New	+$19.3K	0.01%	449

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

Arkadios Wealth Advisors's XLRE Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 20% in Q1 2026, buying an estimated $211K and bringing the position to 29,769 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #699.

Arkadios Wealth Advisors first reported a position in XLRE in Q4 2019 and has held it in 17 quarters since. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Arkadios Wealth Advisors held 29,769 shares of State Street Real Estate Select Sector SPDR ETF worth $1.22M as of Q1 2026.
Arkadios Wealth Advisors bought 5,045 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $211K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #699 holding.
Arkadios Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and has held it in 17 quarters since.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.