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

Berbice 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	$8.17K	Buy	+200	New	+$8.38K	0.01%	143
2025 Q3	–	Sell	-800	Closed	-$33.1K	–	206
2025 Q2	$33.1K	Buy	800 +600	+300%	+$24.6K	0.02%	103
2025 Q1	$8.37K	Buy	+200	New	+$8.33K	0.01%	152

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

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

Berbice Capital Management opened a new position in State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026: 200 shares worth $8.17K. The stake represents 0.01% of the portfolio and ranks #143 among its holdings. This is a return to the name: Berbice Capital Management previously reported a position in XLRE as recently as Q2 2025.

Berbice Capital Management first reported a position in XLRE in Q1 2025 and has held it in 3 quarters since. The position peaked at $33.1K in Q2 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Berbice Capital Management held 200 shares of State Street Real Estate Select Sector SPDR ETF worth $8.17K as of Q1 2026.
State Street Real Estate Select Sector SPDR ETF was a new Berbice Capital Management position in Q1 2026.
State Street Real Estate Select Sector SPDR ETF made up 0.01% of Berbice Capital Management's portfolio in Q1 2026, its #143 holding.
Berbice Capital Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2025 and has held it in 3 quarters since.
Berbice Capital Management's State Street Real Estate Select Sector SPDR ETF position peaked at $33.1K in Q2 2025.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Berbice Capital Management's 13F filing for Q1 2026, filed 6 May 2026.