Benjamin Edwards Inc’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Benjamin Edwards Inc’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	$2.71M	Buy	66,415 +39,193	+144%	+$1.64M	0.03%	463
2025 Q4	$1.1M	Buy	27,222 +14,170	+109%	+$583K	0.01%	677
2025 Q3	$550K	Sell	13,052 -495	-4%	-$20.7K	0.01%	900
2025 Q2	$561K	Sell	13,547 -15,914	-54%	-$653K	0.01%	818
2025 Q1	$1.23M	Sell	29,461 -19,045	-39%	-$793K	0.02%	524
2024 Q4	$1.97M	Sell	48,506 -14,155	-23%	-$613K	0.03%	441
2024 Q3	$2.8M	Buy	+62,661	New	+$2.64M	0.04%	367
2023 Q1	–	Sell	-73	Closed	-$3K	–	775
2022 Q4	$3K	Buy	73 +1	+1%	+$37	﹤0.01%	670
2022 Q3	$3K	Hold	72	–	–	﹤0.01%	649
2022 Q2	$3K	Buy	+72	New	+$3.21K	﹤0.01%	655

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

Benjamin Edwards Inc's XLRE Position: Q1 2026 in Review

Benjamin Edwards Inc increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 144% in Q1 2026, buying an estimated $1.64M and bringing the position to 66,415 shares worth $2.71M. The position accounts for 0.03% of the portfolio, ranked #463.

Benjamin Edwards Inc first reported a position in XLRE in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.8M in Q3 2024. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Benjamin Edwards Inc held 66,415 shares of State Street Real Estate Select Sector SPDR ETF worth $2.71M as of Q1 2026.
Benjamin Edwards Inc bought 39,193 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $1.64M.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q1 2026, its #463 holding.
Benjamin Edwards Inc first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2022 and has held it in 10 quarters since.
Benjamin Edwards Inc's State Street Real Estate Select Sector SPDR ETF position peaked at $2.8M in Q3 2024.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.