Belpointe Asset Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Belpointe Asset 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	$302K	Buy	7,390 +1,440	+24%	+$60.4K	0.01%	861
2025 Q4	$240K	Sell	5,950 -11,822	-67%	-$487K	0.01%	902
2025 Q3	$749K	Buy	17,772 +9,642	+119%	+$403K	0.03%	499
2025 Q2	$337K	Sell	8,130 -7,507	-48%	-$308K	0.01%	722
2025 Q1	$654K	Sell	15,637 -12,488	-44%	-$520K	0.03%	469
2024 Q4	$1.22M	Sell	28,125 -15,520	-36%	-$672K	0.07%	262
2024 Q3	$1.95M	Buy	+43,645	New	+$1.84M	0.12%	176
2024 Q2	–	Sell	-7,381	Closed	-$292K	–	951
2024 Q1	$292K	Buy	+7,381	New	+$287K	0.02%	604
2023 Q2	–	Sell	-8,060	Closed	-$301K	–	3415
2023 Q1	$301K	Buy	8,060 +3,672	+84%	+$141K	0.02%	754
2022 Q4	$162K	Sell	4,388 -818	-16%	-$30.2K	0.01%	984
2022 Q3	$188K	Sell	5,206 -1,999	-28%	-$83.7K	0.01%	870
2022 Q2	$295K	Buy	7,205 +1,463	+25%	+$65.2K	0.02%	686
2022 Q1	$277K	Sell	5,742 -24,860	-81%	-$1.17M	0.02%	767
2021 Q4	$1.58M	Sell	30,602 -88,915	-74%	-$4.28M	0.1%	207
2021 Q3	$5.31M	Buy	119,517 +89,833	+303%	+$4.17M	0.36%	45
2021 Q2	$1.32M	Buy	29,684 +20,966	+240%	+$899K	0.09%	233
2021 Q1	$345K	Buy	+8,718	New	+$328K	0.03%	544
2020 Q4	–	Sell	-3,135	Closed	-$110K	–	990
2020 Q3	$110K	Buy	3,135 +167	+6%	+$5.95K	0.01%	746
2020 Q2	$103K	Buy	+2,968	New	+$100K	0.01%	722
2020 Q1	–	Sell	-4,414	Closed	-$171K	–	810
2019 Q4	$171K	Buy	4,414 +1,762	+66%	+$68.2K	0.02%	590
2019 Q3	$105K	Buy	+2,652	New	+$102K	0.02%	661
2018 Q3	–	Sell	-6,608	Closed	-$216K	–	660
2018 Q2	$216K	Buy	+6,608	New	+$207K	0.06%	312

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

Belpointe Asset Management's XLRE Position: Q1 2026 in Review

Belpointe Asset Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 24% in Q1 2026, buying an estimated $60.4K and bringing the position to 7,390 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #861.

Belpointe Asset Management first reported a position in XLRE in Q2 2018 and has held it in 22 quarters since. The position peaked at $5.31M in Q3 2021. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Belpointe Asset Management held 7,390 shares of State Street Real Estate Select Sector SPDR ETF worth $302K as of Q1 2026.
Belpointe Asset Management bought 1,440 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $60.4K.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #861 holding.
Belpointe Asset Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2018 and has held it in 22 quarters since.
Belpointe Asset Management's State Street Real Estate Select Sector SPDR ETF position peaked at $5.31M in Q3 2021.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.