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

Bartlett & Co 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	$239K	Hold	5,427	–	–	﹤0.01%	429
2025 Q4	$219K	Hold	5,427	–	–	﹤0.01%	442
2025 Q3	$229K	Hold	5,427	–	–	﹤0.01%	430
2025 Q2	$225K	Hold	5,427	–	–	﹤0.01%	429
2025 Q1	$227K	Sell	5,427 -540	-9%	-$22.5K	﹤0.01%	429
2024 Q4	$243K	Sell	5,967 -921	-13%	-$39.9K	﹤0.01%	416
2024 Q3	$308K	Hold	6,888	–	–	﹤0.01%	394
2024 Q2	$265K	Buy	6,888 +380	+6%	+$14.3K	﹤0.01%	411
2024 Q1	$257K	Sell	6,508 -8,311	-56%	-$323K	﹤0.01%	425
2023 Q4	$600K	Sell	14,819 -21,340	-59%	-$766K	0.01%	323
2023 Q3	$1.23M	Sell	36,159 -857	-2%	-$31.7K	0.02%	238
2023 Q2	$1.4M	Sell	37,016 -1,570	-4%	-$57.9K	0.02%	236
2023 Q1	$1.44M	Sell	38,586 -630	-2%	-$24.2K	0.03%	200
2022 Q4	$1.45M	Buy	39,216 +38,871	+11,267%	+$1.43M	0.03%	199
2022 Q3	$12.4K	Hold	345	–	–	﹤0.01%	789
2022 Q2	$14.1K	Hold	345	–	–	﹤0.01%	800
2022 Q1	$16.7K	Buy	+345	New	+$16.2K	﹤0.01%	752
2021 Q4	–	Sell	-160	Closed	-$7.11K	–	905
2021 Q3	$7.11K	Hold	160	–	–	﹤0.01%	738
2021 Q2	$7.09K	Hold	160	–	–	﹤0.01%	725
2021 Q1	$6.32K	Hold	160	–	–	﹤0.01%	772
2020 Q4	$5.85K	Hold	160	–	–	﹤0.01%	778
2020 Q3	$5.64K	Hold	160	–	–	﹤0.01%	726
2020 Q2	$5.57K	Hold	160	–	–	﹤0.01%	731
2020 Q1	$4.96K	Hold	160	–	–	﹤0.01%	720
2019 Q4	$6.19K	Hold	160	–	–	﹤0.01%	753
2019 Q3	$6.29K	Buy	+160	New	+$6.14K	﹤0.01%	764
2019 Q2	–	Sell	-177	Closed	-$6.41K	–	816
2019 Q1	$6.41K	Hold	177	–	–	﹤0.01%	604
2018 Q4	$5.49K	Buy	+177	New	+$5.74K	﹤0.01%	614

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

Bartlett & Co Wealth Management's XLRE Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2026 at 5,427 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Bartlett & Co Wealth Management first reported a position in XLRE in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.45M in Q4 2022. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Bartlett & Co Wealth Management held 5,427 shares of State Street Real Estate Select Sector SPDR ETF worth $239K as of Q1 2026.
Bartlett & Co Wealth Management 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 Bartlett & Co Wealth Management's portfolio in Q1 2026, its #429 holding.
Bartlett & Co Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2018 and has held it in 28 quarters since.
Bartlett & Co Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $1.45M in Q4 2022.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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