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

Birchcreek 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	$303K	Buy	7,432 +324	+5%	+$13.6K	0.15%	93
2025 Q4	$287K	Buy	+7,108	New	+$293K	0.14%	93
2024 Q3	–	Sell	-13,933	Closed	-$535K	–	157
2024 Q2	$535K	Sell	13,933 -3,006	-18%	-$113K	0.3%	78
2024 Q1	$670K	Buy	16,939 +58	+0.3%	+$2.26K	0.35%	65
2023 Q4	$676K	Buy	16,881 +488	+3%	+$17.5K	0.4%	61
2023 Q3	$558K	Buy	16,393 +4,834	+42%	+$179K	0.38%	66
2023 Q2	$436K	Buy	11,559 +3,413	+42%	+$126K	0.3%	81
2023 Q1	$305K	Buy	+8,146	New	+$313K	0.24%	101
2022 Q3	–	Sell	-5,012	Closed	-$205K	–	124
2022 Q2	$205K	Sell	5,012 -651	-11%	-$29K	0.18%	111
2022 Q1	$274K	Buy	5,663 +1,701	+43%	+$79.7K	0.24%	87
2021 Q4	$205K	Sell	3,962 -1,527	-28%	-$73.5K	0.18%	116
2021 Q3	$244K	Sell	5,489 -256	-4%	-$11.9K	0.23%	97
2021 Q2	$255K	Sell	5,745 -433	-7%	-$18.6K	0.25%	94
2021 Q1	$244K	Sell	6,178 -352	-5%	-$13.2K	0.26%	93
2020 Q4	$238K	Buy	+6,530	New	+$237K	0.23%	86

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

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

Birchcreek Wealth Management increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 4.6% in Q1 2026, buying an estimated $13.6K and bringing the position to 7,432 shares worth $303K. The position accounts for 0.15% of the portfolio, ranked #93.

Birchcreek Wealth Management first reported a position in XLRE in Q4 2020 and has held it in 15 quarters since. The position peaked at $676K in Q4 2023. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Birchcreek Wealth Management held 7,432 shares of State Street Real Estate Select Sector SPDR ETF worth $303K as of Q1 2026.
Birchcreek Wealth Management bought 324 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $13.6K.
State Street Real Estate Select Sector SPDR ETF made up 0.15% of Birchcreek Wealth Management's portfolio in Q1 2026, its #93 holding.
Birchcreek Wealth Management first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2020 and has held it in 15 quarters since.
Birchcreek Wealth Management's State Street Real Estate Select Sector SPDR ETF position peaked at $676K in Q4 2023.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.