Bedell Frazier Investment Counselling’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bedell Frazier Investment Counselling’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	-5,045	Closed	-$204K	–	139
2025 Q4	$204K	Sell	5,045 -1,515	-23%	-$62.3K	0.04%	132
2025 Q3	$276K	Sell	6,560 -600	-8%	-$25.1K	0.06%	112
2025 Q2	$297K	Sell	7,160 -1,980	-22%	-$81.3K	0.07%	94
2025 Q1	$383K	Sell	9,140 -3,830	-30%	-$160K	0.1%	81
2024 Q4	$527K	Sell	12,970 -169,110	-93%	-$7.32M	0.13%	76
2024 Q3	$8.13M	Buy	+182,080	New	+$7.67M	1.94%	16

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 $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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 $7.59B AUM 23.38% 1-Year Est. Return

Bedell Frazier Investment Counselling's XLRE Position: Q1 2026 in Review

Bedell Frazier Investment Counselling sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 5,045 shares — an estimated $204K sold.

Bedell Frazier Investment Counselling first reported a position in XLRE in Q3 2024 and held it in 6 quarters. The position peaked at $8.13M in Q3 2024. 754 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Bedell Frazier Investment Counselling reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Bedell Frazier Investment Counselling sold 5,045 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $204K.
Bedell Frazier Investment Counselling first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2024 and held it in 6 quarters.
Bedell Frazier Investment Counselling's State Street Real Estate Select Sector SPDR ETF position peaked at $8.13M in Q3 2024.
754 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.