Beaumont Capital Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Beaumont Capital 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	$5.37M	Buy	131,530 +14,391	+12%	+$603K	6.63%	9
2025 Q4	$4.73M	Sell	117,139 -2,105	-2%	-$86.6K	5.83%	11
2025 Q3	$5.02M	Sell	119,244 -26,012	-18%	-$1.09M	3.34%	10
2025 Q2	$6.02M	Buy	145,256 +20,796	+17%	+$854K	4.12%	9
2025 Q1	$5.21M	Sell	124,460 -14,382	-10%	-$599K	3.84%	6
2024 Q4	$5.65M	Buy	138,842 +36,323	+35%	+$1.57M	4.35%	9
2024 Q3	$4.58M	Buy	102,519 +475	+0.5%	+$20K	3.36%	15
2024 Q2	$3.92M	Sell	102,044 -1,846	-2%	-$69.5K	3.06%	17
2024 Q1	$4.11M	Sell	103,890 -9,953	-9%	-$387K	3.02%	18
2023 Q4	$4.56M	Buy	+113,843	New	+$4.09M	3.46%	6
2022 Q2	–	Sell	-144,692	Closed	-$6.99M	–	45
2022 Q1	$6.99M	Buy	144,692 +13,376	+10%	+$627K	4.5%	9
2021 Q4	$6.8M	Sell	131,316 -44,225	-25%	-$2.13M	3.93%	11
2021 Q3	$7.8M	Buy	175,541 +27,171	+18%	+$1.26M	6.69%	8
2021 Q2	$6.58M	Sell	148,370 -11,785	-7%	-$505K	6.47%	9
2021 Q1	$6.33M	Buy	+160,155	New	+$6.02M	6.28%	10

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

Beaumont Capital Management's XLRE Position: Q1 2026 in Review

Beaumont Capital Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 12% in Q1 2026, buying an estimated $603K and bringing the position to 131,530 shares worth $5.37M. The position accounts for 6.63% of the portfolio, ranked #9.

Beaumont Capital Management first reported a position in XLRE in Q1 2021 and has held it in 15 quarters since. The position peaked at $7.8M in Q3 2021. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Beaumont Capital Management held 131,530 shares of State Street Real Estate Select Sector SPDR ETF worth $5.37M as of Q1 2026.
Beaumont Capital Management bought 14,391 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $603K.
State Street Real Estate Select Sector SPDR ETF made up 6.63% of Beaumont Capital Management's portfolio in Q1 2026, its #9 holding.
Beaumont Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and has held it in 15 quarters since.
Beaumont Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $7.8M in Q3 2021.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Beaumont Capital Management's 13F filing for Q1 2026, filed 14 May 2026.