Blue Chip Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Blue Chip Partners’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	$1.08M	Sell	26,540 -134,030	-83%	-$5.62M	0.08%	84
2025 Q4	$6.48M	Buy	160,570 +154,383	+2,495%	+$6.35M	0.47%	41
2025 Q3	$261K	Buy	6,187 +8	+0.1%	+$335	0.02%	145
2025 Q2	$256K	Sell	6,179 -296	-5%	-$12.2K	0.02%	147
2025 Q1	$271K	Sell	6,475 -39,358	-86%	-$1.64M	0.02%	135
2024 Q4	$1.86M	Buy	45,833 +27,402	+149%	+$1.19M	0.16%	67
2024 Q3	$823K	Buy	18,431 +111	+0.6%	+$4.68K	0.07%	83
2024 Q2	$704K	Buy	18,320 +2,549	+16%	+$96K	0.07%	81
2024 Q1	$623K	Sell	15,771 -2,029	-11%	-$78.9K	0.06%	83
2023 Q4	$713K	Buy	17,800 +180	+1%	+$6.46K	0.07%	83
2023 Q3	$600K	Buy	17,620 +141	+0.8%	+$5.22K	0.07%	82
2023 Q2	$659K	Sell	17,479 -56	-0.3%	-$2.07K	0.07%	91
2023 Q1	$655K	Sell	17,535 -5,283	-23%	-$203K	0.08%	86
2022 Q4	$843K	Sell	22,818 -158,451	-87%	-$5.85M	0.1%	83
2022 Q3	$6.53M	Buy	181,269 +2,120	+1%	+$88.8K	0.89%	37
2022 Q2	$7.32M	Buy	179,149 +25,305	+16%	+$1.13M	0.93%	39
2022 Q1	$7.43M	Buy	153,844 +59,378	+63%	+$2.78M	0.92%	35
2021 Q4	$4.89M	Buy	94,466 +55,399	+142%	+$2.67M	0.61%	38
2021 Q3	$1.74M	Buy	39,067 +13,002	+50%	+$604K	0.24%	53
2021 Q2	$1.16M	Sell	26,065 -2,045	-7%	-$87.7K	0.16%	61
2021 Q1	$1.11M	Sell	28,110 -33,047	-54%	-$1.24M	0.17%	57
2020 Q4	$2.24M	Buy	+61,157	New	+$2.22M	0.35%	48
2020 Q2	–	Sell	-238,494	Closed	-$7.39M	–	138
2020 Q1	$7.39M	Buy	+238,494	New	+$8.91M	1.84%	23

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

Blue Chip Partners's XLRE Position: Q1 2026 in Review

Blue Chip Partners reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 83% in Q1 2026, selling an estimated $5.62M and leaving 26,540 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #84.

Blue Chip Partners first reported a position in XLRE in Q1 2020 and has held it in 23 quarters since. The position peaked at $7.43M in Q1 2022. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Blue Chip Partners held 26,540 shares of State Street Real Estate Select Sector SPDR ETF worth $1.08M as of Q1 2026.
Blue Chip Partners sold 134,030 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $5.62M.
State Street Real Estate Select Sector SPDR ETF made up 0.08% of Blue Chip Partners's portfolio in Q1 2026, its #84 holding.
Blue Chip Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2020 and has held it in 23 quarters since.
Blue Chip Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $7.43M in Q1 2022.
750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.