Beech Hill Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Beech Hill 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	$419K	Buy	10,268 +656	+7%	+$27.5K	0.21%	83
2025 Q4	$388K	Buy	9,612 +965	+11%	+$39.7K	0.19%	85
2025 Q3	$364K	Buy	8,647 +3,480	+67%	+$146K	0.17%	83
2025 Q2	$214K	Sell	5,167 -335	-6%	-$13.8K	0.1%	95
2025 Q1	$230K	Hold	5,502	–	–	0.09%	95
2024 Q4	$224K	Sell	5,502 -56	-1%	-$2.42K	0.08%	96
2024 Q3	$248K	Hold	5,558	–	–	0.09%	94
2024 Q2	$213K	Buy	5,558 +270	+5%	+$10.2K	0.09%	100
2024 Q1	$209K	Buy	+5,288	New	+$206K	0.09%	93

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

Beech Hill Advisors's XLRE Position: Q1 2026 in Review

Beech Hill Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 6.8% in Q1 2026, buying an estimated $27.5K and bringing the position to 10,268 shares worth $419K. The position accounts for 0.21% of the portfolio, ranked #83.

Beech Hill Advisors first reported a position in XLRE in Q1 2024 and has held it in 9 quarters since. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Beech Hill Advisors held 10,268 shares of State Street Real Estate Select Sector SPDR ETF worth $419K as of Q1 2026.
Beech Hill Advisors bought 656 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $27.5K.
State Street Real Estate Select Sector SPDR ETF made up 0.21% of Beech Hill Advisors's portfolio in Q1 2026, its #83 holding.
Beech Hill Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Beech Hill Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.