Beacon Pointe Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Beacon Pointe 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	$4.68M	Buy	114,669 +3,319	+3%	+$139K	0.02%	495
2025 Q4	$4.49M	Sell	111,350 -5,964	-5%	-$245K	0.03%	416
2025 Q3	$4.94M	Sell	117,314 -18,420	-14%	-$771K	0.04%	347
2025 Q2	$5.62M	Buy	135,734 +14,214	+12%	+$584K	0.06%	287
2025 Q1	$5.09M	Sell	121,520 -22,789	-16%	-$949K	0.06%	293
2024 Q4	$5.87M	Sell	144,309 -11,364	-7%	-$492K	0.07%	248
2024 Q3	$6.95M	Buy	155,673 +16,515	+12%	+$696K	0.08%	221
2024 Q2	$5.35M	Buy	139,158 +4,523	+3%	+$170K	0.06%	264
2024 Q1	$5.32M	Buy	134,635 +4,923	+4%	+$191K	0.06%	277
2023 Q4	$5.2M	Sell	129,712 -8,986	-6%	-$323K	0.06%	278
2023 Q3	$4.73M	Sell	138,698 -5,398	-4%	-$200K	0.06%	277
2023 Q2	$5.43M	Sell	144,096 -8,990	-6%	-$332K	0.09%	201
2023 Q1	$5.72M	Buy	153,086 +55,721	+57%	+$2.14M	0.1%	192
2022 Q4	$3.6M	Buy	97,365 +3,379	+4%	+$125K	0.07%	249
2022 Q3	$3.39M	Sell	93,986 -19,041	-17%	-$798K	0.08%	221
2022 Q2	$4.62M	Sell	113,027 -37,549	-25%	-$1.67M	0.1%	191
2022 Q1	$7.28M	Buy	+150,576	New	+$7.06M	0.1%	196

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

Beacon Pointe Advisors's XLRE Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 3% in Q1 2026, buying an estimated $139K and bringing the position to 114,669 shares worth $4.68M. The position accounts for 0.02% of the portfolio, ranked #495.

Beacon Pointe Advisors first reported a position in XLRE in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.28M in Q1 2022. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Beacon Pointe Advisors held 114,669 shares of State Street Real Estate Select Sector SPDR ETF worth $4.68M as of Q1 2026.
Beacon Pointe Advisors bought 3,319 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $139K.
State Street Real Estate Select Sector SPDR ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #495 holding.
Beacon Pointe Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
Beacon Pointe Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $7.28M in Q1 2022.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.