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Bernard Wealth Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Bernard Wealth 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 		– Sell
-3
Closed -$122 – 378
2025
Q4 		$122 Hold
3
– – ﹤0.01% 341
2025
Q3 		$127 Buy
+3
New +$125 ﹤0.01% 326

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
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

Bernard Wealth Management's XLRE Position: Q1 2026 in Review

Bernard Wealth Management sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 3 shares — an estimated $122 sold.

Bernard Wealth Management first reported a position in XLRE in Q3 2025 and held it in 2 quarters. The position peaked at $127 in Q3 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Bernard Wealth Management reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 3 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $122.
  • Bernard Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
  • Bernard Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $127 in Q3 2025.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.