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

B. Riley 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 		– Sell
-5,331
Closed -$215K – 1131
2025
Q4 		$215K Buy
5,331
+358
+7% +$14.7K 0.01% 838
2025
Q3 		$210K Sell
4,973
-6,282
-56% -$263K 0.01% 879
2025
Q2 		$466K Buy
+11,255
New +$462K 0.02% 553
2024
Q4 		$592K Sell
14,559
-2,702
-16% -$117K 0.02% 632
2024
Q3 		$765K Sell
17,261
-82
-0.5% -$3.46K 0.02% 580
2024
Q2 		$666K Sell
17,343
-280
-2% -$10.5K 0.02% 687
2024
Q1 		$600K Buy
17,623
+2,105
+14% +$81.9K 0.02% 710
2023
Q4 		$622K Sell
15,518
-2,105
-12% -$75.6K 0.02% 709
2023
Q3 		$600K Sell
17,623
-570
-3% -$21.1K 0.02% 710
2023
Q2 		$686K Sell
18,193
-1,476
-8% -$54.4K 0.02% 720
2023
Q1 		$735K Sell
19,669
-4,971
-20% -$191K 0.02% 653
2022
Q4 		$910K Sell
24,640
-3,128
-11% -$115K 0.03% 570
2022
Q3 		$1M Buy
27,768
+7,492
+37% +$314K 0.03% 505
2022
Q2 		$829K Buy
20,276
+7,350
+57% +$328K 0.03% 478
2022
Q1 		$625K Sell
12,926
-34,248
-73% -$1.61M 0.02% 644
2021
Q4 		$2.44M Buy
47,174
+39,986
+556% +$1.92M 0.07% 304
2021
Q3 		$320K Buy
7,188
+807
+13% +$37.5K 0.01% 1006
2021
Q2 		$283K Buy
6,381
+1,308
+26% +$56.1K 0.01% 1053
2021
Q1 		$201K Buy
+5,073
New +$191K 0.01% 1196
2017
Q2 		– Sell
-6,523
Closed -$207K – 560
2017
Q1 		$207K Sell
6,523
-17,746
-73% -$553K 0.04% 455
2016
Q4 		$747K Buy
24,269
+8,318
+52% +$255K 0.15% 161
2016
Q3 		$523K Buy
+15,951
New +$535K 0.1% 250

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
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

B. Riley Wealth Advisors's XLRE Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 5,331 shares — an estimated $215K sold.

B. Riley Wealth Advisors first reported a position in XLRE in Q3 2016 and held it in 22 quarters. The position peaked at $2.44M in Q4 2021. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,331 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $215K.
  • B. Riley Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and held it in 22 quarters.
  • B. Riley Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $2.44M in Q4 2021.
  • 751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.