Berger Financial Group’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Berger Financial Group’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	$520K	Sell	12,744 -292	-2%	-$12.2K	0.03%	287
2025 Q4	$526K	Sell	13,036 -1,503	-10%	-$61.9K	0.03%	284
2025 Q3	$613K	Sell	14,539 -552	-4%	-$23.1K	0.04%	261
2025 Q2	$625K	Sell	15,091 -2,155	-12%	-$88.5K	0.04%	244
2025 Q1	$722K	Sell	17,246 -192	-1%	-$8K	0.05%	214
2024 Q4	$709K	Sell	17,438 -1,097	-6%	-$47.5K	0.05%	211
2024 Q3	$828K	Sell	18,535 -7,563	-29%	-$319K	0.06%	174
2024 Q2	$1M	Sell	26,098 -33,299	-56%	-$1.25M	0.08%	154
2024 Q1	$2.35M	Buy	+59,397	New	+$2.31M	0.19%	109

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

Berger Financial Group's XLRE Position: Q1 2026 in Review

Berger Financial Group reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.2% in Q1 2026, selling an estimated $12.2K and leaving 12,744 shares worth $520K. The position accounts for 0.03% of the portfolio, ranked #287.

Berger Financial Group first reported a position in XLRE in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.35M in Q1 2024. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Berger Financial Group held 12,744 shares of State Street Real Estate Select Sector SPDR ETF worth $520K as of Q1 2026.
Berger Financial Group sold 292 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $12.2K.
State Street Real Estate Select Sector SPDR ETF made up 0.03% of Berger Financial Group's portfolio in Q1 2026, its #287 holding.
Berger Financial Group first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Berger Financial Group's State Street Real Estate Select Sector SPDR ETF position peaked at $2.35M in Q1 2024.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.